2023 Form 5500 filing — Collegiate Association Resource Of The Southwest, Inc. Health 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 20250613115212NAL0015656163001) for Collegiate Association Resource Of The Southwest, Inc. Health Plan, reported by Collegiate Association Resource Of The Southwest, Inc. under EIN 68-0589116 and plan number 501. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250613115212NAL0015656163001
Filing year
2023
Form type
3
Plan sponsor
Collegiate Association Resource Of The Southwest, Inc.
EIN
68-0589116
Plan number
501
Location
Irving, TX
Participants
663
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,307,361
Total liabilities (EOY)
$993,541
Net assets (EOY)
$3,313,820
Employer contributions
$8,330,010
Total income / additions
$8,419,834
Benefits paid
$8,385,376
Administrative expenses
$808,127
Total expenses
$9,193,503
Net increase / (decrease)
-$773,669
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue Shield Of TexasCLAIMS PROCESSOR$376,574not reported in the loaded dataset
Holmes Murphy & AssociatesNONE$123,750not reported in the loaded dataset
Scott KiedaischEMPLOEE OF PLAN$107,000not reported in the loaded dataset
Benefits Technology ResourcesNONE$55,353not reported in the loaded dataset
Lane Gorman Trubitt LLCNONE$24,990not reported in the loaded dataset
Polsinelli PcNONE$23,033not reported in the loaded dataset
Mobile Health Consumer, Inc.NONE$17,116not reported in the loaded dataset

Related Form 5500 pages