Plan5500

R. W. Allen Health And Welfare Plan — Form 5500 plan (R. W. Allen Construction, 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, R. W. Allen Health And Welfare Plan is a benefit plan reported by R. W. Allen Construction, LLC under EIN 47-4755084 and plan number 501. The latest loaded filing year is 2023. The filing reports 36 participants and $135,316 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R. W. Allen Construction, LLC
EIN
47-4755084
Plan number
501
Plan type
2
Location
Augusta, GA
Latest filing year
2023
Participants
36
End-of-year plan assets
$135,316

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336I, C20240719154034NAL0011544352001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$135,316
Total liabilities (EOY)
$15,574
Net assets (EOY)
$119,742
Net assets (BOY)
$103,807

Income & contributions

Employer contributions
$27,868
Participant contributions
$9,535
Total income / additions
$37,719

Expenses & distributions

Benefits paid
$4,013
Administrative expenses
$1,260
Total expenses
$21,784
Net increase / (decrease)
$15,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capstone Hire Benefits Consulting LBROKER$1,260not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$1,260not reported in the loaded dataset2023
The Benecon GroupBROKER$900not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$197not reported in the loaded dataset2023

Related Form 5500 pages