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, Alco Management, Inc. Health Plan And Trust is a benefit plan reported by Alco Management, Inc. under EIN 62-0951782 and plan number 502. The latest loaded filing year is 2023. The filing reports 152 participants and $62,302 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,302
- Total liabilities (EOY)
- $3,500
- Net assets (EOY)
- $58,802
- Net assets (BOY)
- $249,951
Income & contributions
- Employer contributions
- $1,395,729
- Participant contributions
- $477,913
- Total contributions
- $1,873,642
- Total income / additions
- $1,878,862
Expenses & distributions
- Benefits paid
- $2,046,919
- Administrative expenses
- $23,092
- Total expenses
- $2,070,011
- Net increase / (decrease)
- -$191,149