Freebird Desert Mountain Company, LLC Dba Windows And Doors Mountain West Group Health Benefit Plan — Form 5500 plan (Freebird Desert Mountain Com, LLC Dba Windows And Doors Mountain West)

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, Freebird Desert Mountain Company, LLC Dba Windows And Doors Mountain West Group Health Benefit Plan is a benefit plan reported by Freebird Desert Mountain Com, LLC Dba Windows And Doors Mountain West under EIN 46-4337981 and plan number 502. The latest loaded filing year is 2023. The filing reports 165 participants and $324,762 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$117.1KPlan net assets, end of year-$117,058
Participants165Covered participants reported
Assets / participant$2KComputed: assets ÷ participants$1,968 (computed)
Provider compensation$111.2K4 Schedule C provider row(s)$111,163
Plan sponsor
Freebird Desert Mountain Com, LLC Dba Windows And Doors Mountain West
EIN
46-4337981
Plan number
502
Plan type
2
Location
Gilbert, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241015122812NAL0029627857001
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)$324.8K total assets
Net assets-$117.1KLiabilities$441.8K
Money in vs. money out
Total income / additions$1.9M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$1.4M
Participant$192.2K
Full reported line items

Net assets

Total assets (EOY)
$324,762
Total liabilities (EOY)
$441,820
Net assets (EOY)
-$117,058
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,445,348
Participant contributions
$192,159
Total contributions
$1,914,962
Total income / additions
$1,916,556

Expenses & distributions

Benefits paid
$1,929,749
Administrative expenses
$103,865
Total expenses
$2,033,614
Net increase / (decrease)
-$117,058
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.

Contribution share (employer vs. participant)
Employer 88%Participant 12%
Benefits paid ÷ total income101%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Employee Benefits InternationalBROKER$66,400not reported in the loaded dataset2023
The Benecon Group LLCBROKER$22,231not reported in the loaded dataset2023
UmrADMIN$15,281not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$7,251not reported in the loaded dataset2023

Related Form 5500 pages