Butler Weihmuller Katz Craig Llp Employee Benefits Welfare And Cafeteria Plan — Form 5500 plan (Butler Weihmuller Katz Craig Llp)

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, Butler Weihmuller Katz Craig Llp Employee Benefits Welfare And Cafeteria Plan is a benefit plan reported by Butler Weihmuller Katz Craig Llp under EIN 59-2328807 and plan number 501. The latest loaded filing year is 2023. The filing reports 332 participants and $902,589 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$78.2KPlan net assets, end of year$78,156
Participants332Covered participants reported
Assets / participant$2.7KComputed: assets ÷ participants$2,719 (computed)
Provider compensation$1.4M2 Schedule C provider row(s)$1,390,590
Plan sponsor
Butler Weihmuller Katz Craig Llp
EIN
59-2328807
Plan number
501
Plan type
2
Location
Tampa, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20240731134814NAL0022344097004
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$902.6K total assets
Net assets$78.2KLiabilities$824.4K
Money in vs. money out
Total income / additions$5.7M
Total expenses$5.9M
Benefits paid / distributions$5.7M
Contributions
Employer$4.7M
Participant$757.8K
Full reported line items

Net assets

Total assets (EOY)
$902,589
Total liabilities (EOY)
$824,433
Net assets (EOY)
$78,156
Net assets (BOY)
$253,642

Income & contributions

Employer contributions
$4,738,207
Participant contributions
$757,814
Total contributions
$5,748,695
Total income / additions
$5,748,695

Expenses & distributions

Benefits paid
$5,728,165
Administrative expenses
$196,016
Total expenses
$5,924,181
Net increase / (decrease)
-$175,486
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 86%Participant 14%
Total expenses ÷ net assets7580%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets1779%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Optumrx, Inc.PHARMACY BENEFIT MGMT$1,209,001$2,6932023
Umr, Inc.CLAIMS PROCESSOR$176,256$2,6402023

Related Form 5500 pages