2023 Form 5500 filing — Adams And Associates 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 20241014112102NAL0014832419001) for Adams And Associates Inc Health And Welfare Plan, reported by Adams And Associates, Inc. under EIN 88-0263693 and plan number 508. It reports 1,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112102NAL0014832419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adams And Associates, Inc.
- EIN
- 88-0263693
- Plan number
- 508
- Location
- San Mateo, CA
- Participants
- 1,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,219,326
- Total liabilities (EOY)
- $888,294
- Net assets (EOY)
- $331,032
- Employer contributions
- $7,715,542
- Participant contributions
- $1,391,058
- Total income / additions
- $9,106,600
- Benefits paid
- $8,389,794
- Administrative expenses
- $385,774
- Total expenses
- $8,775,568
- Net increase / (decrease)
- $331,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $231,470 | not reported in the loaded dataset |
| Anthem Life Insurance Company | NONE | $60,048 | not reported in the loaded dataset |
| M3 Insurance Solutions, Inc. | NONE | $56,740 | not reported in the loaded dataset |
| Fiduciary Plan Management Services | NONE | $37,217 | not reported in the loaded dataset |