Coleman Professional Services, Inc. - Veba — Form 5500 plan (Coleman Professional Services, 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, Coleman Professional Services, Inc. - Veba is a benefit plan reported by Coleman Professional Services, Inc. under EIN 34-1240178 and plan number 501. The latest loaded filing year is 2023. The filing reports 360 participants and $1,254,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coleman Professional Services, Inc.
- EIN
- 34-1240178
- Plan number
- 501
- Plan type
- 2
- Location
- Kent, OH
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $1,254,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20241010155658NAL0020485329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,254,379
- Total liabilities (EOY)
- $1,602,089
- Net assets (EOY)
- -$347,710
- Net assets (BOY)
- $371,078
Income & contributions
- Employer contributions
- $4,223,993
- Participant contributions
- $261,395
- Total contributions
- $4,485,388
- Total income / additions
- $4,491,055
Expenses & distributions
- Benefits paid
- $4,917,440
- Administrative expenses
- $292,403
- Total expenses
- $5,209,843
- Net increase / (decrease)
- -$718,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Thp Insurance Company | not reported in the loaded dataset | $227,669 | not reported in the loaded dataset | 2023 |
| Hw&Co. | not reported in the loaded dataset | $19,860 | not reported in the loaded dataset | 2023 |
| Oswald Insurance Companies | not reported in the loaded dataset | $19,521 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | not reported in the loaded dataset | $13,862 | not reported in the loaded dataset | 2023 |
| Insure One Benefits | not reported in the loaded dataset | $9,360 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coleman Professional Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Kent, OH
- Thp Insurance Company — Schedule C compensation
- Hw&Co. — Schedule C compensation
- Oswald Insurance Companies — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Insure One Benefits — Schedule C compensation