2023 Form 5500 filing — Coleman Professional Services, Inc. - Veba
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 20241010155658NAL0020485329001) for Coleman Professional Services, Inc. - Veba, reported by Coleman Professional Services, Inc. under EIN 34-1240178 and plan number 501. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155658NAL0020485329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coleman Professional Services, Inc.
- EIN
- 34-1240178
- Plan number
- 501
- Location
- Kent, OH
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,254,379
- Total liabilities (EOY)
- $1,602,089
- Net assets (EOY)
- -$347,710
- Employer contributions
- $4,223,993
- Participant contributions
- $261,395
- Total income / additions
- $4,491,055
- Benefits paid
- $4,917,440
- Administrative expenses
- $292,403
- Total expenses
- $5,209,843
- Net increase / (decrease)
- -$718,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thp Insurance Company | not reported in the loaded dataset | $227,669 | not reported in the loaded dataset |
| Hw&Co. | not reported in the loaded dataset | $19,860 | not reported in the loaded dataset |
| Oswald Insurance Companies | not reported in the loaded dataset | $19,521 | not reported in the loaded dataset |
| Gallagher Benefit Services | not reported in the loaded dataset | $13,862 | not reported in the loaded dataset |
| Insure One Benefits | not reported in the loaded dataset | $9,360 | not reported in the loaded dataset |