2023 Form 5500 filing — Assets, Inc. Health & 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 20241014160203NAL0053050114003) for Assets, Inc. Health & Welfare Plan, reported by Assets, Inc. under EIN 92-0076696 and plan number 510. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160203NAL0053050114003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Assets, Inc.
- EIN
- 92-0076696
- Plan number
- 510
- Location
- Anchorage, AK
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $516,562
- Total liabilities (EOY)
- $482,167
- Net assets (EOY)
- $34,395
- Employer contributions
- $1,418,805
- Total income / additions
- $1,424,147
- Benefits paid
- $1,354,594
- Administrative expenses
- $87,072
- Total expenses
- $1,441,666
- Net increase / (decrease)
- -$17,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boon Administrative Services | CONTRACTED 3RD PARTY ADM | $29,935 | not reported in the loaded dataset |
| Boon Administrative Services | CONTRACTED 3RD PARTY ADMN | not reported in the loaded dataset | not reported in the loaded dataset |