2023 Form 5500 filing — Health Benefits Plan For Employees Of Watkins Benefits, LLC
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 20241014142506NAL0015097587001) for Health Benefits Plan For Employees Of Watkins Benefits, LLC, reported by Watkins Benefits, LLC under EIN 46-1613389 and plan number 501. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142506NAL0015097587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Watkins Benefits, LLC
- EIN
- 46-1613389
- Plan number
- 501
- Location
- Missoula, MT
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,195,207
- Total liabilities (EOY)
- $285,793
- Net assets (EOY)
- $909,414
- Employer contributions
- $2,171,648
- Participant contributions
- $227,347
- Total income / additions
- $3,360,640
- Benefits paid
- $2,625,163
- Administrative expenses
- $87,125
- Total expenses
- $2,712,288
- Net increase / (decrease)
- $648,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allegiance Benefit Plan Management | NONE | $59,994 | $590 |
| Wipfli Llp | NONE | $19,500 | not reported in the loaded dataset |
| Allegiance Care Management, Inc. | NONE | $7,631 | not reported in the loaded dataset |