Wellness First Health Plan — Form 5500 plan (Fbd Partnership Lp)
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, Wellness First Health Plan is a benefit plan reported by Fbd Partnership Lp under EIN 74-2797809 and plan number 501. The latest loaded filing year is 2023. The filing reports 162 participants and $42,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fbd Partnership Lp
- EIN
- 74-2797809
- Plan number
- 501
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $42,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20240906143048NAL0002032368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,860
- Total liabilities (EOY)
- $41,113
- Net assets (EOY)
- $1,747
- Net assets (BOY)
- $46,049
Income & contributions
- Employer contributions
- $2,027,793
- Participant contributions
- $889,160
- Total contributions
- $2,916,953
- Total income / additions
- $2,916,953
Expenses & distributions
- Benefits paid
- $2,815,635
- Administrative expenses
- $145,620
- Total expenses
- $2,961,255
- Net increase / (decrease)
- -$44,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Signature Administrators | ADMIN | $60,845 | $0 | 2023 |
| Boon Chapman Ltd | CONTRACT ADMINISTRATOR | $56,718 | $0 | 2023 |
| Frost Insurance | INSURANCE SERVICES | $12,134 | $0 | 2023 |
| American Health Holdings | UR | $8,749 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fbd Partnership Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Aetna Signature Administrators — Schedule C compensation
- Boon Chapman Ltd — Schedule C compensation
- Frost Insurance — Schedule C compensation
- American Health Holdings — Schedule C compensation