Sapp Bros. Voluntary Employees Beneficiary Association Trust Plan — Form 5500 plan (Sapp Bros., 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, Sapp Bros. Voluntary Employees Beneficiary Association Trust Plan is a benefit plan reported by Sapp Bros., Inc under EIN 47-0619972 and plan number 502. The latest loaded filing year is 2023. The filing reports 509 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sapp Bros., Inc
- EIN
- 47-0619972
- Plan number
- 502
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20250115160003NAL0043940370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $4,212,334
Income & contributions
- Employer contributions
- $2,008,272
- Participant contributions
- $3,108,423
- Total contributions
- $5,116,695
- Total income / additions
- $5,116,695
Expenses & distributions
- Benefits paid
- $8,994,084
- Administrative expenses
- $334,945
- Total expenses
- $9,329,029
- Net increase / (decrease)
- -$4,212,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allied Benefit Systems LLC | NONE | $169,687 | not reported in the loaded dataset | 2023 |
| Fiduciaryrx, LLC | PHARMACY BENEFIT MANAGER | $167,738 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $114,384 | not reported in the loaded dataset | 2023 |
| Lucent Health Administrators, LLC | NONE | $42,480 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Nebraska | NONE | $32,231 | not reported in the loaded dataset | 2023 |
| Alera Group Inc | AGENT / AGENCY | $0 | $12,850 | 2023 |
| Teladoc | NONE | $9,853 | not reported in the loaded dataset | 2023 |
| American Health Holding | NONE | $8,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sapp Bros., Inc
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Allied Benefit Systems LLC — Schedule C compensation
- Fiduciaryrx, LLC — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Lucent Health Administrators, LLC — Schedule C compensation
- Delta Dental Of Nebraska — Schedule C compensation
- Alera Group Inc — Schedule C compensation
- Teladoc — Schedule C compensation
- American Health Holding — Schedule C compensation