2023 Form 5500 filing — Yeo & Yeo P.C. Welfare 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 20240717093008NAL0003815601003) for Yeo & Yeo P.C. Welfare Benefit Plan, reported by Yeo & Yeo, P.C. under EIN 38-2706146 and plan number 503. It reports 219 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20240717093008NAL0003815601003
- Plan sponsor
- Yeo & Yeo, P.C.
- EIN
- 38-2706146
- Plan number
- 503
- Location
- Saginaw, MI
- 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. |
|---|---|---|---|
| Blue Cross Blue Shield Of Mi | TPA | $164,495 | $0 |
| Robert J Dotson Jr | INSURANCE AGENT | $45,026 | not reported in the loaded dataset |
| Saginaw Bay Underwriters | INSURANCE BROKER | $12,916 | not reported in the loaded dataset |