2023 Form 5500 filing — Valued Relationships, Inc. Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240522112302NAL0007962546001) for Valued Relationships, Inc. Employee Benefit Plan, reported by Valued Relationships, Inc. under EIN 31-1274364 and plan number 501. It reports 512 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20240522112302NAL0007962546001
- Plan sponsor
- Valued Relationships, Inc.
- EIN
- 31-1274364
- Plan number
- 501
- Location
- Franklin, OH
- Received date
- not reported in the loaded dataset
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Community Insurance Co. | CLAIMS PROCESSING | $207,002 | $226,562 |
| Cbiz Benefits & Insurance Svcs Inc | BROKER | $0 | $65,820 |
| Dental Care Plus | CLAIMS PROCESSING | $28,442 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Svcs Inc | BROKER | $13,859 | not reported in the loaded dataset |