2023 Form 5500 filing — Jeol Usa Inc Voluntary Employees Benefit Plan Trus
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 20250313101644NAL0020778113001) for Jeol Usa Inc Voluntary Employees Benefit Plan Trus, reported by Jeol Usa, Inc. under EIN 04-6058420 and plan number 501. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313101644NAL0020778113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeol Usa, Inc.
- EIN
- 04-6058420
- Plan number
- 501
- Location
- Peabody, MA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $473,465
- Net assets (EOY)
- $473,465
- Employer contributions
- $4,213,949
- Participant contributions
- $436,773
- Total income / additions
- $4,723,800
- Benefits paid
- $6,063,875
- Administrative expenses
- $282,174
- Total expenses
- $6,346,049
- Net increase / (decrease)
- -$1,622,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Plans, Inc. | NONE | $182,174 | not reported in the loaded dataset |