Jeol Usa Inc Voluntary Employees Benefit Plan Trus — Form 5500 plan (Jeol Usa, Inc.)
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, Jeol Usa Inc Voluntary Employees Benefit Plan Trus is a benefit plan reported by Jeol Usa, Inc. under EIN 04-6058420 and plan number 501. The latest loaded filing year is 2023. The filing reports 250 participants and $473,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeol Usa, Inc.
- EIN
- 04-6058420
- Plan number
- 501
- Plan type
- 2
- Location
- Peabody, MA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $473,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250313101644NAL0020778113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $473,465
- Net assets (EOY)
- $473,465
- Net assets (BOY)
- $2,095,714
Income & contributions
- Employer contributions
- $4,213,949
- Participant contributions
- $436,773
- Total contributions
- $4,650,722
- Total income / additions
- $4,723,800
Expenses & distributions
- Benefits paid
- $6,063,875
- Administrative expenses
- $282,174
- Total expenses
- $6,346,049
- Net increase / (decrease)
- -$1,622,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Plans, Inc. | NONE | $182,174 | not reported in the loaded dataset | 2023 |