Service Coordination, Inc. Tax Deferred Savings Plan — Form 5500 plan (Service Coordination, 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, Service Coordination, Inc. Tax Deferred Savings Plan is a benefit plan reported by Service Coordination, Inc. under EIN 52-1651219 and plan number 001. The latest loaded filing year is 2023. The filing reports 971 participants and $36,197,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Service Coordination, Inc.
EIN
52-1651219
Plan number
001
Plan type
2
Location
Frederick, MD
Latest filing year
2023
Participants
971
End-of-year plan assets
$36,197,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023971H, C20250415123605NAL0003326897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,197,566
Total liabilities (EOY)
$27,524
Net assets (EOY)
$36,170,042
Net assets (BOY)
$29,201,755

Income & contributions

Employer contributions
$3,125,041
Participant contributions
$2,301,795
Total contributions
$5,967,306
Total income / additions
$10,577,264

Expenses & distributions

Benefits paid
$3,489,825
Administrative expenses
$119,152
Total expenses
$3,608,977
Net increase / (decrease)
$6,968,287

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory Services LSERVICE PROVIDER$142$41,4962023
Cbiz Benefits And Insurance ServiceTPA$0$26,0002023

Related Form 5500 pages