Allcat Claim Service 401(K) Plan — Form 5500 plan (Allcat Claims Service, LLC)

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, Allcat Claim Service 401(K) Plan is a benefit plan reported by Allcat Claims Service, LLC under EIN 74-3017360 and plan number 002. The latest loaded filing year is 2023. The filing reports 367 participants and $4,609,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allcat Claims Service, LLC
EIN
74-3017360
Plan number
002
Plan type
2
Location
Boerne, TX
Latest filing year
2023
Participants
367
End-of-year plan assets
$4,609,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023367H, C20251121101057NAL0003728819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,609,687
Total liabilities (EOY)
$0
Net assets (EOY)
$4,609,687
Net assets (BOY)
$563,814

Income & contributions

Employer contributions
$706,723
Participant contributions
$1,222,573
Total contributions
$2,145,167
Total income / additions
$2,611,031

Expenses & distributions

Benefits paid
$303,398
Administrative expenses
$26,416
Total expenses
$329,814
Net increase / (decrease)
$2,281,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$26,416$02023

Related Form 5500 pages