Dfeassociation Of Community Service Agencies Employee Benefit Trust — Form 5500 plan (Association Of Community Service Agents, 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, Dfeassociation Of Community Service Agencies Employee Benefit Trust is a benefit plan reported by Association Of Community Service Agents, Inc. under EIN 23-7300650 and plan number 501. The latest loaded filing year is 2023. The filing reports 53,617 participants and $5,962,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Association Of Community Service Agents, Inc.
- EIN
- 23-7300650
- Plan number
- 501
- Plan type
- 4
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 53,617
- End-of-year plan assets
- $5,962,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53,617 | H, C | 20241010153007NAL0011661779009 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,962,790
- Total liabilities (EOY)
- $5,576,984
- Net assets (EOY)
- $385,806
- Net assets (BOY)
- $592,049
Income & contributions
- Employer contributions
- $354,686,461
- Total contributions
- $354,686,461
- Total income / additions
- $354,725,710
Expenses & distributions
- Benefits paid
- $353,679,742
- Administrative expenses
- $1,252,211
- Total expenses
- $354,931,953
- Net increase / (decrease)
- -$206,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Pensions Inc. | ADMINISTRATOR | $822,055 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services, LLC | NONE | $81,530 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | NONE | $74,576 | not reported in the loaded dataset | 2023 |
| Mdg Benefit Solutions (Guilford,Ct) | NONE | $65,593 | not reported in the loaded dataset | 2023 |
| Corporate Synergies Group, LLC | NONE | $56,498 | not reported in the loaded dataset | 2023 |
| Willis Of Ct | NONE | $54,243 | not reported in the loaded dataset | 2023 |
| Exude Benefits Group. LLC | NONE | $49,140 | not reported in the loaded dataset | 2023 |
| Benefits Consulting Group | NONE | $40,712 | not reported in the loaded dataset | 2023 |
| Beers,Hamerman,Cohen & Burger,P.C. | AUDITORS | $40,135 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $38,980 | not reported in the loaded dataset | 2023 |
| Edgewood Partners Insurance | NONE | $32,427 | not reported in the loaded dataset | 2023 |
| Hub Intl Northeast, Ltd | NONE | $30,950 | not reported in the loaded dataset | 2023 |
| Tiago Guamaraes | NONE | $27,536 | not reported in the loaded dataset | 2023 |
| Nfp Corporate Services | NONE | $20,933 | not reported in the loaded dataset | 2023 |
| Grinspec Of Nj Dba Centric Benefits | NONE | $20,214 | not reported in the loaded dataset | 2023 |
| Mdg Associates Of Ct. LLC | NONE | $20,005 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services | NONE | $19,851 | not reported in the loaded dataset | 2023 |
| Pcf Insurance Services | NONE | $18,868 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | TRUSTEE | $17,500 | not reported in the loaded dataset | 2023 |
| Marshall & Sterling Inc | NONE | $16,589 | not reported in the loaded dataset | 2023 |
| Nesso Benefits LLC | NONE | $16,361 | not reported in the loaded dataset | 2023 |
| Schuster Driscoll LLC | NONE | $15,872 | not reported in the loaded dataset | 2023 |
| Mv Financial Group | NONE | $14,848 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits LLC | NONE | $13,970 | not reported in the loaded dataset | 2023 |
| Capacity Benefits & Financial Servi | NONE | $13,766 | not reported in the loaded dataset | 2023 |
| Frank J Deleo Jr. | NONE | $13,661 | not reported in the loaded dataset | 2023 |
| Amanda Van Martin | NONE | $12,095 | not reported in the loaded dataset | 2023 |
| Meridian Risk Management | NONE | $12,013 | not reported in the loaded dataset | 2023 |
| Smith Brothers Insurance | NONE | $11,973 | not reported in the loaded dataset | 2023 |
| York International Agency | NONE | $11,224 | not reported in the loaded dataset | 2023 |
| Onegroup Ny, Inc | NONE | $11,117 | not reported in the loaded dataset | 2023 |
| Janice Smith | NONE | $10,657 | not reported in the loaded dataset | 2023 |
| Frenkel Beneits, LLC | NONE | $10,502 | not reported in the loaded dataset | 2023 |
| Sterling & Sterling Inc | NONE | $8,176 | not reported in the loaded dataset | 2023 |
| Rsc Insurance Brokerage | NONE | $8,171 | not reported in the loaded dataset | 2023 |
| Blueprint Benefit Advisors | NONE | $7,870 | not reported in the loaded dataset | 2023 |
| The Meltzer Group Inc. | NONE | $7,848 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Garden City | NONE | $7,605 | not reported in the loaded dataset | 2023 |
| Pierson & Smith, Division Of First | NONE | $7,533 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Ct | NONE | $7,507 | not reported in the loaded dataset | 2023 |
| Acrisure LLC Dba The Tarpey Group | NONE | $7,295 | not reported in the loaded dataset | 2023 |
| The Preferred Client Group | NONE | $6,588 | not reported in the loaded dataset | 2023 |
| Willis Of New Jersey | NONE | $6,242 | not reported in the loaded dataset | 2023 |
| Willis Of New York, Inc | NONE | $6,159 | not reported in the loaded dataset | 2023 |
| The Jones Group | NONE | $6,120 | not reported in the loaded dataset | 2023 |
| Cesar Sorto | NONE | $5,986 | not reported in the loaded dataset | 2023 |
| Alan Sheketoff | NONE | $5,689 | not reported in the loaded dataset | 2023 |
| Hilb Group Of New England | NONE | $5,551 | not reported in the loaded dataset | 2023 |
| Digital Insurance Inc. | NONE | $5,299 | not reported in the loaded dataset | 2023 |
| My Benefit Advisor LLC | NONE | $5,167 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Association Of Community Service Agents, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Professional Pensions Inc. — Schedule C compensation
- Usi Insurance Services, LLC — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Mdg Benefit Solutions (Guilford,Ct) — Schedule C compensation
- Corporate Synergies Group, LLC — Schedule C compensation
- Willis Of Ct — Schedule C compensation
- Exude Benefits Group. LLC — Schedule C compensation
- Benefits Consulting Group — Schedule C compensation
- Beers,Hamerman,Cohen & Burger,P.C. — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Edgewood Partners Insurance — Schedule C compensation
- Hub Intl Northeast, Ltd — Schedule C compensation
- Tiago Guamaraes — Schedule C compensation
- Nfp Corporate Services — Schedule C compensation
- Grinspec Of Nj Dba Centric Benefits — Schedule C compensation
- Mdg Associates Of Ct. LLC — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Pcf Insurance Services — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Marshall & Sterling Inc — Schedule C compensation
- Nesso Benefits LLC — Schedule C compensation
- Schuster Driscoll LLC — Schedule C compensation
- Mv Financial Group — Schedule C compensation
- Mercer Health & Benefits LLC — Schedule C compensation
- Capacity Benefits & Financial Servi — Schedule C compensation
- Frank J Deleo Jr. — Schedule C compensation
- Amanda Van Martin — Schedule C compensation
- Meridian Risk Management — Schedule C compensation
- Smith Brothers Insurance — Schedule C compensation
- York International Agency — Schedule C compensation
- Onegroup Ny, Inc — Schedule C compensation
- Janice Smith — Schedule C compensation
- Frenkel Beneits, LLC — Schedule C compensation
- Sterling & Sterling Inc — Schedule C compensation
- Rsc Insurance Brokerage — Schedule C compensation
- Blueprint Benefit Advisors — Schedule C compensation
- The Meltzer Group Inc. — Schedule C compensation
- Brown & Brown Of Garden City — Schedule C compensation
- Pierson & Smith, Division Of First — Schedule C compensation
- Brown & Brown Of Ct — Schedule C compensation
- Acrisure LLC Dba The Tarpey Group — Schedule C compensation
- The Preferred Client Group — Schedule C compensation
- Willis Of New Jersey — Schedule C compensation
- Willis Of New York, Inc — Schedule C compensation
- The Jones Group — Schedule C compensation
- Cesar Sorto — Schedule C compensation
- Alan Sheketoff — Schedule C compensation
- Hilb Group Of New England — Schedule C compensation
- Digital Insurance Inc. — Schedule C compensation
- My Benefit Advisor LLC — Schedule C compensation