The Health And Welfare Benefit Of Tree Brand Packaging, Inc. — Form 5500 plan (Tree Brand Packaging, 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, The Health And Welfare Benefit Of Tree Brand Packaging, Inc. is a benefit plan reported by Tree Brand Packaging, Inc. under EIN 56-1763763 and plan number 501. The latest loaded filing year is 2023. The filing reports 66 participants and $85,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tree Brand Packaging, Inc.
EIN
56-1763763
Plan number
501
Plan type
2
Location
Denver, NC
Latest filing year
2023
Participants
66
End-of-year plan assets
$85,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366I, C20240807074522NAL0005986960001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$85,529
Total liabilities (EOY)
$60,879
Net assets (EOY)
$24,650
Net assets (BOY)
$158,904

Income & contributions

Employer contributions
$636,261
Participant contributions
$182,006
Total income / additions
$821,287

Expenses & distributions

Benefits paid
$455,506
Administrative expenses
$42,303
Total expenses
$955,541
Net increase / (decrease)
-$134,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acs Benefit Services, LLCADMIN$42,303not reported in the loaded dataset2023
Ecm SolutionsBROKER$23,600not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$23,119not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,060not reported in the loaded dataset2023

Related Form 5500 pages