Commercial Holdings, LLC Health Care Plan — Form 5500 plan (Commercial Holdings, LLC)

Plain-English plan 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, Commercial Holdings, LLC Health Care Plan is a benefit plan reported by Commercial Holdings, LLC under EIN 04-3743756 and plan number 503. The latest loaded filing year is 2023. The filing reports 888 participants and $6,984,739 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7MPlan net assets, end of year$6,984,739
Participants888Covered participants reported
Assets / participant$7.9KComputed: assets ÷ participants$7,866 (computed)
Provider compensation$292.8K1 Schedule C provider row(s)$292,769
Plan sponsor
Commercial Holdings, LLC
EIN
04-3743756
Plan number
503
Plan type
2
Location
Charleston, WV
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023888H, C20241126092103NAL0003512899001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$490.6K
Total expenses$2.5M
Benefits paid / distributions$2.2M
Full reported line items

Net assets

Total assets (EOY)
$6,984,739
Total liabilities (EOY)
$0
Net assets (EOY)
$6,984,739
Net assets (BOY)
$8,978,858

Income & contributions

Total contributions
$85,386
Total income / additions
$490,614

Expenses & distributions

Benefits paid
$2,175,904
Administrative expenses
$308,829
Total expenses
$2,484,733
Net increase / (decrease)
-$1,994,119
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets36%Computed ratio
Benefits paid ÷ total income444%Computed ratio
Provider comp. ÷ net assets4%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Administrative Systems, LLCNONE$292,769not reported in the loaded dataset2023

Related Form 5500 pages