2023 Form 5500 filing — Alco Management, Inc. Health Plan And Trust
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 20241013105233NAL0012396579002) for Alco Management, Inc. Health Plan And Trust, reported by Alco Management, Inc. under EIN 62-0951782 and plan number 502. It reports 152 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)$58.8KReported net assets$58,802
Participants152
Provider compensation$103.1K2 Schedule C row(s)$103,148
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013105233NAL0012396579002
- Plan sponsor
- Alco Management, Inc.
- EIN
- 62-0951782
- Plan number
- 502
- Location
- Memphis, TN
- 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)$62.3K total assets
Net assets$58.8KLiabilities$3.5K
Full reported line items
- Total assets (EOY)
- $62,302
- Total liabilities (EOY)
- $3,500
- Net assets (EOY)
- $58,802
- Employer contributions
- $1,395,729
- Participant contributions
- $477,913
- Total income / additions
- $1,878,862
- Benefits paid
- $2,046,919
- Administrative expenses
- $23,092
- Total expenses
- $2,070,011
- Net increase / (decrease)
- -$191,149
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Ins Services Inc | not reported in the loaded dataset | $84,418 | $0 |
| Reynolds Bone & Griesbeck Plc | AUDITOR | $18,730 | not reported in the loaded dataset |