2023 Form 5500 filing — Paulsen, Inc. 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 20240911094217NAL0011695936002) for Paulsen, Inc. Cafeteria Plan, reported by Paulsen, Inc. under EIN 47-0397153 and plan number 502. It reports 124 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911094217NAL0011695936002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paulsen, Inc.
- EIN
- 47-0397153
- Plan number
- 502
- Location
- Cozad, NE
- Participants
- 124
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
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. |
|---|---|---|---|
| Regional Care, Inc. | TPA | $42,165 | not reported in the loaded dataset |
| Jones Insurance Agency Inc. | BROKER | $37,405 | not reported in the loaded dataset |
| Partners Health Alliance LLC | INSURANCE SERVICES | $10,248 | not reported in the loaded dataset |
| Multi Plan Inc. | PPO | $8,790 | not reported in the loaded dataset |
| Phia Group Consulting | CONSULTING | $8,787 | not reported in the loaded dataset |
| Ameritas | CONTRACT ADMINISTRATOR | $6,965 | not reported in the loaded dataset |