2023 Form 5500 filing — Western Regional Employee Welfare 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 20241010150016NAL0011639267001) for Western Regional Employee Welfare Benefits Plan, reported by Reed Family Companies under EIN 94-2208599 and plan number 501. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.5MReported net assets$1,470,260
Participants469
Provider compensation$706.7K4 Schedule C row(s)$706,723
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010150016NAL0011639267001
- Plan sponsor
- Reed Family Companies
- EIN
- 94-2208599
- Plan number
- 501
- Location
- Modesto, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2M total assets
Net assets$1.5MLiabilities$545.7K
Full reported line items
- Total assets (EOY)
- $2,015,920
- Total liabilities (EOY)
- $545,660
- Net assets (EOY)
- $1,470,260
- Employer contributions
- $5,554,734
- Participant contributions
- $1,821,871
- Total income / additions
- $7,376,605
- Benefits paid
- $6,697,204
- Administrative expenses
- $600,244
- Total expenses
- $7,297,448
- Net increase / (decrease)
- $79,157
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co. | CLAIMS ADMINISTRATION | $318,410 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co. | CLAIMS ADMINISTRATION | $294,842 | $0 |
| Cigna Health And Life Insurance Co. | CLAIMS ADMINISTRATION | $69,846 | $0 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $23,625 | not reported in the loaded dataset |