Home Alliance, Inc. Alliance, Inc. Health & Welfare Plan Alliance, Inc. Health & Welfare Plan — Form 5500 plan (Alliance, 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, Alliance, Inc. Health & Welfare Plan is a benefit plan reported by Alliance, Inc. under EIN 52-1277262 and plan number 501. The latest loaded filing year is 2023. The filing reports 107 participants and $84,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Alliance, Inc.
EIN 52-1277262
Plan number 501
Plan type 2
Location San Mateo, CA
Latest filing year 2023
Participants 107
End-of-year plan assets $84,545 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 107 H, C 20241007134634NAL0008931251001
Reported financial statement (2023 · Schedule H) Net assets
Total assets (EOY) $84,545
Total liabilities (EOY) $62,816
Net assets (EOY) $21,729
Net assets (BOY) $103,782 Income & contributions
Employer contributions $754,187
Participant contributions $10,433
Total contributions $764,620
Total income / additions $764,620 Expenses & distributions
Benefits paid $660,073
Administrative expenses $186,600
Total expenses $846,673
Net increase / (decrease) -$82,053 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Fce Benefit Administrators, Inc. NONE $108,041 $12,454 2023 Allegeant, LLC NONE $26,349 not reported in the loaded dataset 2023 Ineich & Company, Llp NONE $20,000 not reported in the loaded dataset 2023 Cigna Health And Life Insurance NONE $15,201 not reported in the loaded dataset 2023 Fiduciary Plan Management Services NONE $11,040 not reported in the loaded dataset 2023 Fce Financial Services, Inc. NONE $7,845 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources