2023 Form 5500 filing — Lyons & Company, 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 20240918215443NAL0010236258001) for Lyons & Company, Inc. Health And Welfare Plan, reported by Lyons Hr LLC under EIN 46-0764919 and plan number 501. It reports 6,072 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918215443NAL0010236258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lyons Hr LLC
- EIN
- 46-0764919
- Plan number
- 501
- Location
- Florence, AL
- Participants
- 6,072
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,525,883
- Total liabilities (EOY)
- $1,488,873
- Net assets (EOY)
- $37,010
- Employer contributions
- $10,387,153
- Participant contributions
- $7,413,684
- Total income / additions
- $17,921,332
- Benefits paid
- $17,505,932
- Administrative expenses
- $337,051
- Total expenses
- $17,842,983
- Net increase / (decrease)
- $78,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Helm Hr D/B/A Lyons And Company Inc | PLAN ADMINISTRATOR | $159,166 | not reported in the loaded dataset |
| Prism Hr | PLAN ADMINISTRATION | $69,072 | not reported in the loaded dataset |
| Clifton Larson Allen | AUDITOR | $45,623 | not reported in the loaded dataset |
| American Benefits Administration | PLAN ADMINISTRATION | $24,965 | not reported in the loaded dataset |
| Santos Printing | PLAN ADMINISTRATION | $24,530 | not reported in the loaded dataset |
| Ups For Benefit | NONE | $8,190 | not reported in the loaded dataset |