2023 Form 5500 filing — Anderson Companies Associate Health 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 20250415135303NAL0005877216001) for Anderson Companies Associate Health Benefits Plan, reported by Anderson Management Services, Inc under EIN 62-1849640 and plan number 502. It reports 1,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415135303NAL0005877216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson Management Services, Inc
- EIN
- 62-1849640
- Plan number
- 502
- Location
- Knoxville, TN
- Participants
- 1,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,173,171
- Total liabilities (EOY)
- $1,723,769
- Net assets (EOY)
- $449,402
- Employer contributions
- $5,832,373
- Participant contributions
- $5,282,329
- Total income / additions
- $11,217,323
- Benefits paid
- $11,120,677
- Administrative expenses
- $548,112
- Total expenses
- $11,668,789
- Net increase / (decrease)
- -$451,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Texas | NONE | $438,595 | not reported in the loaded dataset |
| First Stop Health | NONE | $75,015 | not reported in the loaded dataset |
| Truist Financial Corporation | NONE | $15,000 | not reported in the loaded dataset |
| Wex Inc. | NONE | $9,852 | not reported in the loaded dataset |
| Hsa Bank | NONE | $9,348 | not reported in the loaded dataset |