2023 Form 5500 filing — Service Coordination, Inc. Tax Deferred Savings 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 20250415123605NAL0003326897001) for Service Coordination, Inc. Tax Deferred Savings Plan, reported by Service Coordination, Inc. under EIN 52-1651219 and plan number 001. It reports 971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415123605NAL0003326897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Service Coordination, Inc.
- EIN
- 52-1651219
- Plan number
- 001
- Location
- Frederick, MD
- Participants
- 971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,197,566
- Total liabilities (EOY)
- $27,524
- Net assets (EOY)
- $36,170,042
- Employer contributions
- $3,125,041
- Participant contributions
- $2,301,795
- Total income / additions
- $10,577,264
- Benefits paid
- $3,489,825
- Administrative expenses
- $119,152
- Total expenses
- $3,608,977
- Net increase / (decrease)
- $6,968,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services L | SERVICE PROVIDER | $142 | $41,496 |
| Cbiz Benefits And Insurance Service | TPA | $0 | $26,000 |