2023 Form 5500 filing — Tri-Pac, Inc. Employee Welfare Benefit Plan (501)
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 20250305153840NAL0014779904001) for Tri-Pac, Inc. Employee Welfare Benefit Plan (501), reported by Tri-Pac, Inc. under EIN 90-0443403 and plan number 501. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250305153840NAL0014779904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-Pac, Inc.
- EIN
- 90-0443403
- Plan number
- 501
- Location
- South Bend, IN
- Participants
- 41
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,458
- Total liabilities (EOY)
- $126,985
- Net assets (EOY)
- -$43,527
- Employer contributions
- $326,160
- Participant contributions
- $241
- Total income / additions
- $326,587
- Benefits paid
- $190,015
- Administrative expenses
- $28,466
- Total expenses
- $370,114
- Net increase / (decrease)
- -$43,527
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unified Group Services, Inc. | ADMIN | $28,466 | not reported in the loaded dataset |
| Gibson Insurance Agency, Inc. | BROKER | $14,014 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $13,537 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $2,957 | not reported in the loaded dataset |