Valued Relationships, Inc. Employee Benefit Plan — Form 5500 plan (Valued Relationships, 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, Valued Relationships, Inc. Employee Benefit Plan is a benefit plan reported by Valued Relationships, Inc. under EIN 31-1274364 and plan number 501. The latest loaded filing year is 2023. The filing reports 512 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
- Valued Relationships, Inc.
- EIN
- 31-1274364
- Plan number
- 501
- Plan type
- 2
- Location
- Franklin, OH
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | C | 20240522112302NAL0007962546001 |
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Insurance Co. | CLAIMS PROCESSING | $207,002 | $226,562 | 2023 |
| Cbiz Benefits & Insurance Svcs Inc | BROKER | $0 | $65,820 | 2023 |
| Dental Care Plus | CLAIMS PROCESSING | $28,442 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Svcs Inc | BROKER | $13,859 | not reported in the loaded dataset | 2023 |