Plan5500

Workplace Benefits — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Workplace Benefits (EIN 20-2699271) is a plan sponsor located in Raleigh, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-2699271
Location
Raleigh, NC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Workplace Benefits

  • 3 loaded plans hold $19.2M in reported assets.
  • The largest, Workplace Options, LLC Ret Svgs Plan, holds 96% of this company's reported plan assets.
  • Plans cover 1,047 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.2MSummed across loaded plans$19,204,630
Total reported assets$19.2M$19,204,630
Total reported participants1K1,047
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.2M total assets
Net assets$19.2MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.5M
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets96%Workplace Options, LLC Ret Svgs Plan
Participants per plan349Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Workplace Options, LLC Ret Svgs Plan$18.4M
    Plan #002 · 527 participants · 2023
  2. 2
    Workplace Options, LLC Government Contractors Retirement Plan$818.5K
    Plan #003 · 172 participants · 2023
  3. 3
    Workplace Options, LLC Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 348 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Workplace Benefits. Open one for its full reported snapshot.

  1. 2023
    Workplace Options, LLC Health And Welfare Benefit Plan356 participants · 2No schedules
    View filing →
  2. 2023
    Workplace Options, LLC Health And Welfare Benefit Plan348 participants · 2No schedules
    View filing →
  3. 2023
    Workplace Options, LLC Ret Svgs Plan527 participants · 2Sch HSch C
    View filing →
  4. 2023
    Workplace Options, LLC Government Contractors Retirement Plan172 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Workplace Benefits report on Form 5500?
Workplace Benefits (EIN 20-2699271) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Workplace Benefits?
The Employer Identification Number (EIN) reported for Workplace Benefits is 20-2699271.
What is the latest Form 5500 filing year for Workplace Benefits?
The latest loaded Form 5500 filing year for Workplace Benefits is 2023.

Related Form 5500 pages