Plan5500

Brook Valley Management Inc Welfare Benefit Plan — Form 5500 plan (Brook Valley Management 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, Brook Valley Management Inc Welfare Benefit Plan is a benefit plan reported by Brook Valley Management Inc under EIN 20-8228168 and plan number 501. The latest loaded filing year is 2023. The filing reports 164 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brook Valley Management Inc
EIN
20-8228168
Plan number
501
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
164
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164C20240812143841NAL0016306480001
2023162C20240812144144NAL0009569041001
2023232C20240812144549NAL0016321648001
2023185C20240812144852NAL0009460929001
2023245C20240812145905NAL0016661136001
2023156C20240812143229NAL0005519283001
2023156C20240812143537NAL0005520243001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Umr IncCLAIMS PROCESSING$244,278$19,9702023
Sterling Seacrest PritchardBROKER$85,505not reported in the loaded dataset2023

Related Form 5500 pages