W. G. Yates & Sons Construction Company & Affiliated Companies Employee Benefits Plan — Form 5500 plan (W. G. Yates & Sons Construction Company & Affiliated Companies)
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, W. G. Yates & Sons Construction Company & Affiliated Companies Employee Benefits Plan is a benefit plan reported by W. G. Yates & Sons Construction Company & Affiliated Companies under EIN 58-2048957 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,826 participants and $1,339,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W. G. Yates & Sons Construction Company & Affiliated Companies
- EIN
- 58-2048957
- Plan number
- 501
- Plan type
- 2
- Location
- Philadelphia, MS
- Latest filing year
- 2023
- Participants
- 1,826
- End-of-year plan assets
- $1,339,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,826 | H, C | 20241008095555NAL0008234803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,339,155
- Total liabilities (EOY)
- $482,007
- Net assets (EOY)
- $857,148
- Net assets (BOY)
- $27,227
Income & contributions
- Employer contributions
- $8,350,017
- Participant contributions
- $7,441,289
- Total contributions
- $15,791,306
- Total income / additions
- $16,660,266
Expenses & distributions
- Benefits paid
- $14,223,770
- Administrative expenses
- $1,606,575
- Total expenses
- $15,830,345
- Net increase / (decrease)
- $829,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fox Everett A Division Of Hub Inter | CONTRACT ADMINISTRATOR | $466,890 | not reported in the loaded dataset | 2023 |
| Delta Dental | CONTRACT ADMINISTRATOR | $103,497 | not reported in the loaded dataset | 2023 |
| Philadelphia Insurance Co. | BROKER | $29,592 | not reported in the loaded dataset | 2023 |
| Bottrell Insurance Agency | BROKER | $22,206 | not reported in the loaded dataset | 2023 |
| Magellan Rx Management, LLC | PHARMACY BENEFIT MANAGEM | $16,135 | not reported in the loaded dataset | 2023 |
| Security Insurance Agency | BROKER | $8,208 | not reported in the loaded dataset | 2023 |
| Hub International Midwest Ltd | BROKER | $5,931 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W. G. Yates & Sons Construction Company & Affiliated Companies
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Philadelphia, MS
- Fox Everett A Division Of Hub Inter — Schedule C compensation
- Delta Dental — Schedule C compensation
- Philadelphia Insurance Co. — Schedule C compensation
- Bottrell Insurance Agency — Schedule C compensation
- Magellan Rx Management, LLC — Schedule C compensation
- Security Insurance Agency — Schedule C compensation
- Hub International Midwest Ltd — Schedule C compensation