2023 Form 5500 filing — F. A. Bartlett Tree Expert Co. Health Benefits Pla

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 20241015223733NAL0029800353001) for F. A. Bartlett Tree Expert Co. Health Benefits Pla, reported by F. A. Bartlett Tree Expert Co. under EIN 06-0254490 and plan number 501. It reports 1,550 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)-$1.6MReported net assets-$1,626,973

Participants1.6K1,550

Provider compensation$1M1 Schedule C row(s)$1,011,426

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015223733NAL0029800353001
Plan sponsor: F. A. Bartlett Tree Expert Co.
EIN: 06-0254490
Plan number: 501
Location: Stamford, CT
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$335K total assets

Net assets-$1.6MLiabilities$2M

Money in vs. money out

Total income / additions$21.2M

Total expenses$20.9M

Benefits paid / distributions$19.9M

Contributions

Employer$14.3M

Participant$6.9M

Full reported line items

Total assets (EOY): $334,979
Total liabilities (EOY): $1,961,952
Net assets (EOY): -$1,626,973
Employer contributions: $14,323,288
Participant contributions: $6,885,658
Total income / additions: $21,208,946
Benefits paid: $19,861,044
Administrative expenses: $1,041,426
Total expenses: $20,902,470
Net increase / (decrease): $306,476

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Cigna Health And Life Insurance Co$1M
NONE · Direct $1M · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015223733NAL0029800353001 cover?: It is the 2023 Form 5500 filing for F. A. Bartlett Tree Expert Co. Health Benefits Pla, reported by F. A. Bartlett Tree Expert Co. (EIN 06-0254490).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).