Plan A Health Care Plan — Form 5500 plan (Community Living Options, 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, Plan A Health Care Plan is a benefit plan reported by Community Living Options, Inc. under EIN 37-1079626 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,061 participants and $1,738,417 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Living Options, Inc.
EIN
37-1079626
Plan number
501
Plan type
2
Location
Galesburg, IL
Latest filing year
2023
Participants
1,061
End-of-year plan assets
$1,738,417

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,061H, C20250815114948NAL0005865971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,738,417
Total liabilities (EOY)
$1,453,073
Net assets (EOY)
$285,344
Net assets (BOY)
$833,762

Income & contributions

Employer contributions
$7,283,530
Participant contributions
$2,823,498
Total contributions
$10,107,028
Total income / additions
$10,184,552

Expenses & distributions

Benefits paid
$10,190,191
Administrative expenses
$542,779
Total expenses
$10,732,970
Net increase / (decrease)
-$548,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual MedicalCONTRACT ADMIN$411,840$02023
Healthlink, Inc.CONTRACT ADMIN$122,128$02023
Rsm Us LlpNONE$121,225$02023
Chard SnyderCONTRACT ADMIN$8,028$02023
Benefit Planning Consultants, Inc.CONTRACT ADMIN$6,820$02023
Express Scripts, Inc.CONTRACT ADMIN$6,286$02023

Related Form 5500 pages