Plan5500

Paulsen, Inc. Cafeteria Plan — Form 5500 plan (Paulsen, 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, Paulsen, Inc. Cafeteria Plan is a benefit plan reported by Paulsen, Inc. under EIN 47-0397153 and plan number 502. The latest loaded filing year is 2023. The filing reports 124 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paulsen, Inc.
EIN
47-0397153
Plan number
502
Plan type
2
Location
Cozad, NE
Latest filing year
2023
Participants
124
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124C20240911094217NAL0011695936002

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regional Care, Inc.TPA$42,165not reported in the loaded dataset2023
Jones Insurance Agency Inc.BROKER$37,405not reported in the loaded dataset2023
Partners Health Alliance LLCINSURANCE SERVICES$10,248not reported in the loaded dataset2023
Multi Plan Inc.PPO$8,790not reported in the loaded dataset2023
Phia Group ConsultingCONSULTING$8,787not reported in the loaded dataset2023
AmeritasCONTRACT ADMINISTRATOR$6,965not reported in the loaded dataset2023

Related Form 5500 pages