2023 Form 5500 filing — Freeman Webb Company, Realtors Employee Benefits 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 20250211131544NAL0019633569001) for Freeman Webb Company, Realtors Employee Benefits Plan, reported by Freeman Webb Company, Realtors under EIN 62-1060236 and plan number 504. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211131544NAL0019633569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freeman Webb Company, Realtors
- EIN
- 62-1060236
- Plan number
- 504
- Location
- Nashville, TN
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,245,754
- Total liabilities (EOY)
- $373,236
- Net assets (EOY)
- $872,518
- Employer contributions
- $2,820,987
- Participant contributions
- $896,847
- Total income / additions
- $3,740,210
- Benefits paid
- $2,354,239
- Administrative expenses
- $728,058
- Total expenses
- $3,082,297
- Net increase / (decrease)
- $657,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acs Benefit Services, LLC | ADMIN | $173,191 | not reported in the loaded dataset |
| Gallagher Benefits Services (Bh Pre | BROKER | $116,860 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $60,470 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $19,477 | not reported in the loaded dataset |