2023 Form 5500 filing — Cw Resources, Inc. Health & 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 20240911082538NAL0008208673001) for Cw Resources, Inc. Health & Welfare Plan, reported by Cw Resources, Inc. under EIN 06-0806499 and plan number 502. It reports 1,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911082538NAL0008208673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cw Resources, Inc.
- EIN
- 06-0806499
- Plan number
- 502
- Location
- San Mateo, CA
- Participants
- 1,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,206,615
- Total liabilities (EOY)
- $439,515
- Net assets (EOY)
- $2,767,100
- Employer contributions
- $7,778,575
- Participant contributions
- $75,960
- Total income / additions
- $7,901,625
- Benefits paid
- $5,992,573
- Administrative expenses
- $1,767,929
- Total expenses
- $7,760,502
- Net increase / (decrease)
- $141,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | PLAN SERVICE PROVIDER | $1,266,791 | $357,866 |
| Schuster Driscoll | ADMINISTRATOR | $311,595 | not reported in the loaded dataset |
| Cigna | PLAN SERVICE PROVIDER | $141,283 | not reported in the loaded dataset |
| Trust Management Services | PLAN SERVICE PROVIDER | $78,104 | not reported in the loaded dataset |
| Fce Financial Services, Inc. | PLAN SERVICE PROVIDER | $62,706 | not reported in the loaded dataset |
| United Worker Wellness | NONE | $34,704 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $31,832 | not reported in the loaded dataset |
| First Health Inc. | PLAN SERVICE PROVIDER | $31,582 | not reported in the loaded dataset |
| Global Care | PLAN SERVICE PROVIDER | $25,193 | not reported in the loaded dataset |
| Ppousa, Inc | PLAN SERVICE PROVIDER | $11,770 | not reported in the loaded dataset |
| Alegeus Technologies, LLC | PLAN SERVICES | $11,408 | not reported in the loaded dataset |