2023 Form 5500 filing — Relief Enterprises, Inc. 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 20251218104410NAL0011631074001) for Relief Enterprises, Inc. Health & Welfare Plan, reported by Relief Enterprises, Inc. under EIN 74-2801951 and plan number 501. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251218104410NAL0011631074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Relief Enterprises, Inc.
- EIN
- 74-2801951
- Plan number
- 501
- Location
- San Mateo, CA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $933,099
- Total liabilities (EOY)
- $10,299
- Net assets (EOY)
- $922,800
- Employer contributions
- $1,395,502
- Participant contributions
- $103
- Total income / additions
- $1,424,584
- Benefits paid
- $1,175,115
- Administrative expenses
- $305,032
- Total expenses
- $1,480,147
- Net increase / (decrease)
- -$55,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators | PLAN SERVICE PROVIDER | $234,137 | $23,872 |
| Cigna Health And Life Insurance Co | PLAN SERVICE PROVIDER | $37,480 | not reported in the loaded dataset |
| Trust Management Services | PLAN SERVICE PROVIDER | $28,910 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $24,411 | not reported in the loaded dataset |
| Fce Financial Services, Inc | PLAN SERVICE PROVIDER | $11,889 | not reported in the loaded dataset |
| Global Care Inc. | PLAN SERVICE PROVIDER | $10,209 | not reported in the loaded dataset |
| United Worker Wellness | NONE | $5,683 | not reported in the loaded dataset |