2023 Form 5500 filing — Strategix Management, LLC Health & Welfare 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 20251014201946NAL0003679985001) for Strategix Management, LLC Health & Welfare Plan, reported by Strategix Management, LLC under EIN 81-1479787 and plan number 501. It reports 340 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)$67KReported net assets$67,023
Participants340
Provider compensation$98.4K3 Schedule C row(s)$98,411
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251014201946NAL0003679985001
- Plan sponsor
- Strategix Management, LLC
- EIN
- 81-1479787
- Plan number
- 501
- Location
- Washington, DC
- 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)$67K total assets
Net assets$67KLiabilities$0
Full reported line items
- Total assets (EOY)
- $67,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,023
- Employer contributions
- $254,939
- Participant contributions
- $171,158
- Total income / additions
- $426,562
- Benefits paid
- $335,189
- Administrative expenses
- $24,350
- Total expenses
- $359,539
- Net increase / (decrease)
- $67,023
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc | CLAIMS PROCESSING | $46,852 | not reported in the loaded dataset |
| Optumrx Inc | PHARMACY BENEFIT MGMT | $33,333 | $190 |
| Alliant Insurance Svcs Inc | BROKER | $18,036 | not reported in the loaded dataset |