2023 Form 5500 filing — Thomas 5 Ltd. LLC Employee Health & Welfare Benefit 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 20250702110742NAL0007257187001) for Thomas 5 Ltd. LLC Employee Health & Welfare Benefit Plan, reported by Thomas 5 Ltd. LLC under EIN 20-0021258 and plan number 502. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$60.2KReported net assets$60,155
Participants155
Provider compensation$196.1K4 Schedule C row(s)$196,078
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250702110742NAL0007257187001
Plan sponsor
Thomas 5 Ltd. LLC
EIN
20-0021258
Plan number
502
Location
Dublin, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$354.1K total assets
Net assets$60.2KLiabilities$293.9K
Money in vs. money out
Total income / additions$2.1M
Total expenses$2M
Benefits paid / distributions$1.8M
Contributions
Employer$1.7M
Participant$329.5K
Full reported line items
Total assets (EOY)
$354,105
Total liabilities (EOY)
$293,950
Net assets (EOY)
$60,155
Employer contributions
$1,744,330
Participant contributions
$329,520
Total income / additions
$2,073,850
Benefits paid
$1,831,959
Administrative expenses
$195,965
Total expenses
$2,027,924
Net increase / (decrease)
$45,926

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Business Administrators & Cons. IncCONTRACT ADMINISTRATOR$108,857not reported in the loaded dataset
Emerald Financial ServicesINSURANCE AGENT$43,700not reported in the loaded dataset
Cigna Health & Life InsuranceNETWORK PROVIDER$38,371not reported in the loaded dataset
Co & Co Tax And Accounting ServicesAUDITOR$5,150not reported in the loaded dataset

Related Form 5500 pages