Zetrick LLC Health And Welfare Plan — Form 5500 plan (Zetrick 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, Zetrick LLC Health And Welfare Plan is a benefit plan reported by Zetrick LLC under EIN 46-0870575 and plan number 501. The latest loaded filing year is 2023. The filing reports 189 participants and $231,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zetrick LLC
- EIN
- 46-0870575
- Plan number
- 501
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $231,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240923114937NAL0011387121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,149
- Total liabilities (EOY)
- $80,144
- Net assets (EOY)
- $151,005
- Net assets (BOY)
- $54,874
Income & contributions
- Employer contributions
- $685,533
- Participant contributions
- $16,704
- Total contributions
- $702,341
- Total income / additions
- $702,341
Expenses & distributions
- Benefits paid
- $441,866
- Administrative expenses
- $164,344
- Total expenses
- $606,210
- Net increase / (decrease)
- $96,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $114,106 | $21,659 | 2023 |
| Ineich & Company, Llp | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Parker, Smith & Feek, Inc. | NONE | $17,171 | not reported in the loaded dataset | 2023 |
| Fiduciary Plan Management Services | NONE | $12,534 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Com | NONE | $10,288 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zetrick LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Fce Benefit Administrators, Inc. — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Parker, Smith & Feek, Inc. — Schedule C compensation
- Fiduciary Plan Management Services — Schedule C compensation
- Cigna Health And Life Insurance Com — Schedule C compensation