Tasks Unlimited — Form 5500 plan (Tasks Unlimited Health & Welfare Benefit Plan)
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, Tasks Unlimited is a benefit plan reported by Tasks Unlimited Health & Welfare Benefit Plan under EIN 41-1518696 and plan number 501. The latest loaded filing year is 2023. The filing reports 30 participants and $26,168 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26.2KPlan net assets, end of year$26,168
Participants30Covered participants reported
Assets / participant$872Computed: assets ÷ participants$872 (computed)
Provider compensation$6.4K1 Schedule C provider row(s)$6,447
- Plan sponsor
- Tasks Unlimited Health & Welfare Benefit Plan
- EIN
- 41-1518696
- Plan number
- 501
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | H, C | 20241115172023NAL0000697811001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$26.2K total assets
Net assets$26.2KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,168
- Net assets (BOY)
- $32,521
Income & contributions
- Employer contributions
- $108,942
- Total contributions
- $108,942
- Total income / additions
- $108,942
Expenses & distributions
- Benefits paid
- $88,279
- Administrative expenses
- $27,016
- Total expenses
- $115,295
- Net increase / (decrease)
- -$6,353
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets441%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets25%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Staff Benefits Management, Inc. | TPA | $6,447 | not reported in the loaded dataset | 2023 |