2023 Form 5500 filing — W. G. Yates & Sons Construction Company & Affiliated Companies Employee Benefits 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 20241008095555NAL0008234803001) for W. G. Yates & Sons Construction Company & Affiliated Companies Employee Benefits Plan, reported by W. G. Yates & Sons Construction Company & Affiliated Companies under EIN 58-2048957 and plan number 501. It reports 1,826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008095555NAL0008234803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W. G. Yates & Sons Construction Company & Affiliated Companies
- EIN
- 58-2048957
- Plan number
- 501
- Location
- Philadelphia, MS
- Participants
- 1,826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,339,155
- Total liabilities (EOY)
- $482,007
- Net assets (EOY)
- $857,148
- Employer contributions
- $8,350,017
- Participant contributions
- $7,441,289
- Total income / additions
- $16,660,266
- Benefits paid
- $14,223,770
- Administrative expenses
- $1,606,575
- Total expenses
- $15,830,345
- Net increase / (decrease)
- $829,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fox Everett A Division Of Hub Inter | CONTRACT ADMINISTRATOR | $466,890 | not reported in the loaded dataset |
| Delta Dental | CONTRACT ADMINISTRATOR | $103,497 | not reported in the loaded dataset |
| Philadelphia Insurance Co. | BROKER | $29,592 | not reported in the loaded dataset |
| Bottrell Insurance Agency | BROKER | $22,206 | not reported in the loaded dataset |
| Magellan Rx Management, LLC | PHARMACY BENEFIT MANAGEM | $16,135 | not reported in the loaded dataset |
| Security Insurance Agency | BROKER | $8,208 | not reported in the loaded dataset |
| Hub International Midwest Ltd | BROKER | $5,931 | not reported in the loaded dataset |