2023 Form 5500 filing — 12 Oaks Management Services, 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 20240715180840NAL0001776273001) for 12 Oaks Management Services, Inc. Employee Benefit Plan, reported by 12 Oaks Management Services under EIN 75-2418009 and plan number 501. It reports 649 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715180840NAL0001776273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 12 Oaks Management Services
- EIN
- 75-2418009
- Plan number
- 501
- Location
- Dallas, TX
- Participants
- 649
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
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. |
|---|---|---|---|
| Crum & Forster | ADMIN | $1,095,951 | not reported in the loaded dataset |
| K&S Insurance Agency | AGENT | $151,030 | not reported in the loaded dataset |
| Bevcap Management, LLC | AGENT | $105,982 | not reported in the loaded dataset |
| Boon Chapman - Ltd | ADMIN | $83,362 | not reported in the loaded dataset |
| Aetna - Ppo | ADMIN | $64,344 | not reported in the loaded dataset |
| Bevcap Health Captive - Nc | ADMIN | $21,500 | not reported in the loaded dataset |