Thomas 5 Ltd. LLC Employee Health & Welfare Benefit Plan — Form 5500 plan (Thomas 5 Ltd. 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, Thomas 5 Ltd. LLC Employee Health & Welfare Benefit Plan is a benefit plan reported by Thomas 5 Ltd. LLC under EIN 20-0021258 and plan number 502. The latest loaded filing year is 2023. The filing reports 155 participants and $354,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas 5 Ltd. LLC
- EIN
- 20-0021258
- Plan number
- 502
- Plan type
- 2
- Location
- Dublin, OH
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $354,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20250702110742NAL0007257187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $354,105
- Total liabilities (EOY)
- $293,950
- Net assets (EOY)
- $60,155
- Net assets (BOY)
- $14,229
Income & contributions
- Employer contributions
- $1,744,330
- Participant contributions
- $329,520
- Total contributions
- $2,073,850
- Total income / additions
- $2,073,850
Expenses & distributions
- Benefits paid
- $1,831,959
- Administrative expenses
- $195,965
- Total expenses
- $2,027,924
- Net increase / (decrease)
- $45,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Business Administrators & Cons. Inc | CONTRACT ADMINISTRATOR | $108,857 | not reported in the loaded dataset | 2023 |
| Emerald Financial Services | INSURANCE AGENT | $43,700 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance | NETWORK PROVIDER | $38,371 | not reported in the loaded dataset | 2023 |
| Co & Co Tax And Accounting Services | AUDITOR | $5,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomas 5 Ltd. LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dublin, OH
- Business Administrators & Cons. Inc — Schedule C compensation
- Emerald Financial Services — Schedule C compensation
- Cigna Health & Life Insurance — Schedule C compensation
- Co & Co Tax And Accounting Services — Schedule C compensation