2023 Form 5500 filing — Millbrook Support Services, Inc. Health And Welfare 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 20240905083520NAL0021317585001) for Millbrook Support Services, Inc. Health And Welfare Plan, reported by Millbrook Support Services, Inc. under EIN 56-2340980 and plan number 501. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905083520NAL0021317585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millbrook Support Services, Inc.
- EIN
- 56-2340980
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $574,495
- Total liabilities (EOY)
- $346,506
- Net assets (EOY)
- $227,989
- Employer contributions
- $1,684,296
- Participant contributions
- $274,758
- Total income / additions
- $1,959,054
- Benefits paid
- $1,576,270
- Administrative expenses
- $238,213
- Total expenses
- $1,814,483
- Net increase / (decrease)
- $144,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administratior, Inc | NONE | $194,786 | $8,600 |
| Cigna Health And Life Insurance Co | NONE | $37,374 | not reported in the loaded dataset |
| Trust Management Services | NONE | $26,631 | not reported in the loaded dataset |
| Global Care | NONE | $10,384 | not reported in the loaded dataset |
| United Worker Wellness | NONE | $5,451 | not reported in the loaded dataset |