2023 Form 5500 filing — The Bowen Consulting Group, 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 20241003110847NAL0010451473001) for The Bowen Consulting Group, Inc. Health And Welfare Plan, reported by The Bowen Consulting Group, Inc. under EIN 20-4032003 and plan number 501. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003110847NAL0010451473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bowen Consulting Group, Inc.
- EIN
- 20-4032003
- Plan number
- 501
- Location
- San Mateo, CA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $428,919
- Total liabilities (EOY)
- $27,262
- Net assets (EOY)
- $401,657
- Employer contributions
- $1,684,162
- Participant contributions
- $105
- Total income / additions
- $1,684,267
- Benefits paid
- $1,331,533
- Administrative expenses
- $303,676
- Total expenses
- $1,635,209
- Net increase / (decrease)
- $49,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $232,069 | $15,562 |
| Cigna Health And Life Insurance Com | NONE | $37,413 | not reported in the loaded dataset |
| Fiduciary Plan Management Services | NONE | $25,552 | not reported in the loaded dataset |
| Business Beneftis Group | NONE | $24,458 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $20,000 | not reported in the loaded dataset |
| United Workers Wellness | NONE | $9,979 | not reported in the loaded dataset |