H.W. Kaufman Financial Group Employee Benefit Plan — Form 5500 plan (H. W. Kaufman Financial Group,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, H.W. Kaufman Financial Group Employee Benefit Plan is a benefit plan reported by H. W. Kaufman Financial Group,Inc. under EIN 38-1903339 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,315 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants1.3KCovered participants reported1,315
Assets / participantNot reported
Provider compensation$42K1 Schedule C provider row(s)$41,966
- Plan sponsor
- H. W. Kaufman Financial Group,Inc.
- EIN
- 38-1903339
- Plan number
- 501
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,315 | C | 20241010110201NAL0011398083003 |
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 |
|---|---|---|---|---|
| Evernorth Behavioral Health, Inc. | CLAIMS ADMINISTRATION | $41,966 | not reported in the loaded dataset | 2023 |