2023 Form 5500 filing — The Shubert Organization, Inc. Major Medical And Dental

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 20240716120831NAL0001535395006) for The Shubert Organization, Inc. Major Medical And Dental, reported by The Shubert Organization under EIN 13-2751366 and plan number 504. It reports 215 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported

Participants215

Provider compensation$431.3K2 Schedule C row(s)$431,318

Schedules filedSchedule CLoaded schedules

EFAST2 acknowledgement: 20240716120831NAL0001535395006
Plan sponsor: The Shubert Organization
EIN: 13-2751366
Plan number: 504
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

2023

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.

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Umr, Inc.$391.5K
CLAIMS PROCESSING · Direct $375.7K · Indirect $15.7K
2
Kinloch Consulting Group, Inc.$39.9K
BROKER · Direct $39.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716120831NAL0001535395006 cover?: It is the 2023 Form 5500 filing for The Shubert Organization, Inc. Major Medical And Dental, reported by The Shubert Organization (EIN 13-2751366).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule C (service provider compensation).