2023 Form 5500 filing — The Cogar Group, Ltd 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 20241015133934NAL0016510339001) for The Cogar Group, Ltd Health & Welfare Plan, reported by The Cogar Group, Ltd under EIN 20-2563646 and plan number 501. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133934NAL0016510339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cogar Group, Ltd
- EIN
- 20-2563646
- Plan number
- 501
- Location
- San Mateo, CA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $297,963
- Total liabilities (EOY)
- $73,601
- Net assets (EOY)
- $224,362
- Employer contributions
- $1,353,678
- Participant contributions
- $45,015
- Total income / additions
- $1,398,693
- Benefits paid
- $1,115,516
- Administrative expenses
- $229,491
- Total expenses
- $1,345,007
- Net increase / (decrease)
- $53,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $174,409 | $11,040 |
| Armfield Harrison & Thomas LLC | NONE | $26,746 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Com | NONE | $26,486 | not reported in the loaded dataset |
| Fiduciary Plan Mgmt Services, Inc. | NONE | $25,984 | not reported in the loaded dataset |
| United Workers Wellness | NONE | $5,214 | not reported in the loaded dataset |