2023 Form 5500 filing — Butler Weihmuller Katz Craig Llp Employee Benefits Welfare And Cafeteria 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 20240731134814NAL0022344097004) for Butler Weihmuller Katz Craig Llp Employee Benefits Welfare And Cafeteria Plan, reported by Butler Weihmuller Katz Craig Llp under EIN 59-2328807 and plan number 501. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$78.2KReported net assets$78,156
Participants332
Provider compensation$1.4M2 Schedule C row(s)$1,390,590
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731134814NAL0022344097004
- Plan sponsor
- Butler Weihmuller Katz Craig Llp
- EIN
- 59-2328807
- Plan number
- 501
- Location
- Tampa, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$902.6K total assets
Net assets$78.2KLiabilities$824.4K
Full reported line items
- Total assets (EOY)
- $902,589
- Total liabilities (EOY)
- $824,433
- Net assets (EOY)
- $78,156
- Employer contributions
- $4,738,207
- Participant contributions
- $757,814
- Total income / additions
- $5,748,695
- Benefits paid
- $5,728,165
- Administrative expenses
- $196,016
- Total expenses
- $5,924,181
- Net increase / (decrease)
- -$175,486
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Optumrx, Inc. | PHARMACY BENEFIT MGMT | $1,209,001 | $2,693 |
| Umr, Inc. | CLAIMS PROCESSOR | $176,256 | $2,640 |