2023 Form 5500 filing — C.C. Clark, Inc. Health And Welfare Benefit 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 20241002094431NAL0008610337001) for C.C. Clark, Inc. Health And Welfare Benefit Plan, reported by C.C. Clark, Inc. under EIN 64-0315032 and plan number 505. It reports 731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094431NAL0008610337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.C. Clark, Inc.
- EIN
- 64-0315032
- Plan number
- 505
- Location
- Oakland, KY
- Participants
- 731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,145,992
- Total liabilities (EOY)
- $118,667
- Net assets (EOY)
- $1,027,325
- Employer contributions
- $5,520,440
- Participant contributions
- $2,592,941
- Total income / additions
- $8,127,887
- Benefits paid
- $6,445,854
- Administrative expenses
- $666,019
- Total expenses
- $7,111,873
- Net increase / (decrease)
- $1,016,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | NONE | $482,011 | $0 |
| Maxorplus, Ltd | NONE | $64,668 | not reported in the loaded dataset |
| Hri Dba Humana Wellness | NONE | $50,181 | not reported in the loaded dataset |
| Usi Insurance Services, LLC | NONE | $35,000 | not reported in the loaded dataset |
| Forvis, Llp. | NONE | $20,635 | not reported in the loaded dataset |
| Mcgregor & Associates | NONE | $11,050 | not reported in the loaded dataset |