2023 Form 5500 filing — Freebird Desert Mountain Company, LLC Dba Windows And Doors Mountain West Group Health Benefit 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 20241015122812NAL0029627857001) for Freebird Desert Mountain Company, LLC Dba Windows And Doors Mountain West Group Health Benefit Plan, reported by Freebird Desert Mountain Com, LLC Dba Windows And Doors Mountain West under EIN 46-4337981 and plan number 502. It reports 165 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)-$117.1KReported net assets-$117,058
Participants165
Provider compensation$111.2K4 Schedule C row(s)$111,163
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015122812NAL0029627857001
- Plan sponsor
- Freebird Desert Mountain Com, LLC Dba Windows And Doors Mountain West
- EIN
- 46-4337981
- Plan number
- 502
- Location
- Gilbert, AZ
- 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)$324.8K total assets
Net assets-$117.1KLiabilities$441.8K
Full reported line items
- Total assets (EOY)
- $324,762
- Total liabilities (EOY)
- $441,820
- Net assets (EOY)
- -$117,058
- Employer contributions
- $1,445,348
- Participant contributions
- $192,159
- Total income / additions
- $1,916,556
- Benefits paid
- $1,929,749
- Administrative expenses
- $103,865
- Total expenses
- $2,033,614
- Net increase / (decrease)
- -$117,058
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Benefits International | BROKER | $66,400 | not reported in the loaded dataset |
| The Benecon Group LLC | BROKER | $22,231 | not reported in the loaded dataset |
| Umr | ADMIN | $15,281 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $7,251 | not reported in the loaded dataset |