2023 Form 5500 filing — The Access Pooled Employer Plan - Series 1
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 20250220171308NAL0013090514001) for The Access Pooled Employer Plan - Series 1, reported by Access Plans LLC under EIN 85-3473108 and plan number 333. It reports 3,667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220171308NAL0013090514001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Access Plans LLC
- EIN
- 85-3473108
- Plan number
- 333
- Location
- Wylie, TX
- Participants
- 3,667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,069,762
- Total liabilities (EOY)
- $98,895
- Net assets (EOY)
- $35,970,867
- Employer contributions
- $3,608,503
- Participant contributions
- $6,893,148
- Total income / additions
- $18,233,442
- Benefits paid
- $5,034,045
- Administrative expenses
- $132,885
- Total expenses
- $5,166,930
- Net increase / (decrease)
- $13,066,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial | CONTRACT ADMINISTARTOR | $98,623 | not reported in the loaded dataset |
| National Benefit Services | SERVICE PROVIDER | $28,540 | not reported in the loaded dataset |
| Kimberlin Company, Pllc | AUDITOR | $8,750 | not reported in the loaded dataset |