2023 Form 5500 filing — Jaffe, Raitt, Heuer & Weiss, Pc Medical 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 20241014164947NAL0026757793001) for Jaffe, Raitt, Heuer & Weiss, Pc Medical Plan, reported by Taft Stettinius & Hollister Llp under EIN 31-0541755 and plan number 516. It reports 132 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)$0Reported net assets
Participants132
Provider compensation$78.2K1 Schedule C row(s)$78,215
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014164947NAL0026757793001
Plan sponsor
Taft Stettinius & Hollister Llp
EIN
31-0541755
Plan number
516
Location
Cincinnati, OH
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.

Money in vs. money out
Total income / additions$3.1M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$713.1K
Participant$2.2M
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$713,112
Participant contributions
$2,223,096
Total income / additions
$3,147,932
Benefits paid
$3,910,780
Administrative expenses
$97,156
Total expenses
$4,007,936
Net increase / (decrease)
-$860,004

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Asr Health BenefitsTHIRD PARTY ADMINISTRATIO$78,215not reported in the loaded dataset

Related Form 5500 pages