Lyons & Company, Inc. Health And Welfare Plan — Form 5500 plan (Lyons Hr LLC)
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, Lyons & Company, Inc. Health And Welfare Plan is a benefit plan reported by Lyons Hr LLC under EIN 46-0764919 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,072 participants and $1,525,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lyons Hr LLC
- EIN
- 46-0764919
- Plan number
- 501
- Plan type
- 2
- Location
- Florence, AL
- Latest filing year
- 2023
- Participants
- 6,072
- End-of-year plan assets
- $1,525,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,072 | H, C | 20240918215443NAL0010236258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,525,883
- Total liabilities (EOY)
- $1,488,873
- Net assets (EOY)
- $37,010
- Net assets (BOY)
- -$41,339
Income & contributions
- Employer contributions
- $10,387,153
- Participant contributions
- $7,413,684
- Total contributions
- $17,921,332
- Total income / additions
- $17,921,332
Expenses & distributions
- Benefits paid
- $17,505,932
- Administrative expenses
- $337,051
- Total expenses
- $17,842,983
- Net increase / (decrease)
- $78,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Helm Hr D/B/A Lyons And Company Inc | PLAN ADMINISTRATOR | $159,166 | not reported in the loaded dataset | 2023 |
| Prism Hr | PLAN ADMINISTRATION | $69,072 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen | AUDITOR | $45,623 | not reported in the loaded dataset | 2023 |
| American Benefits Administration | PLAN ADMINISTRATION | $24,965 | not reported in the loaded dataset | 2023 |
| Santos Printing | PLAN ADMINISTRATION | $24,530 | not reported in the loaded dataset | 2023 |
| Ups For Benefit | NONE | $8,190 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lyons Hr LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Florence, AL
- Helm Hr D/B/A Lyons And Company Inc — Schedule C compensation
- Prism Hr — Schedule C compensation
- Clifton Larson Allen — Schedule C compensation
- American Benefits Administration — Schedule C compensation
- Santos Printing — Schedule C compensation
- Ups For Benefit — Schedule C compensation