Aztec Well Servicing Company And Related Companies Medical Plan — Form 5500 plan (Aztec Well Servicing Company Veba)

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, Aztec Well Servicing Company And Related Companies Medical Plan is a benefit plan reported by Aztec Well Servicing Company Veba under EIN 74-6559303 and plan number 501. The latest loaded filing year is 2023. The filing reports 152 participants and $165,042 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$2.2MPlan net assets, end of year-$2,172,977
Participants152Covered participants reported
Assets / participant$1.1KComputed: assets ÷ participants$1,086 (computed)
Provider compensation$41.3K2 Schedule C provider row(s)$41,307
Plan sponsor
Aztec Well Servicing Company Veba
EIN
74-6559303
Plan number
501
Plan type
2
Location
Aztec, NM
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241014164947NAL0026757793003
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)$165K total assets
Net assets-$2.2MLiabilities$2.3M
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$849.3K
Participant$812.4K
Full reported line items

Net assets

Total assets (EOY)
$165,042
Total liabilities (EOY)
$2,338,019
Net assets (EOY)
-$2,172,977
Net assets (BOY)
-$2,008,972

Income & contributions

Employer contributions
$849,257
Participant contributions
$812,360
Total contributions
$1,661,617
Total income / additions
$1,661,617

Expenses & distributions

Benefits paid
$1,684,918
Administrative expenses
$140,704
Total expenses
$1,825,622
Net increase / (decrease)
-$164,005
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 51%Participant 49%
Benefits paid ÷ total income101%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Chandler & Company LlpTAX AND AUDIT$22,407not reported in the loaded dataset2023
Titus & Murphy Law FirmPREPAID LEGAL PROVIDER$18,900not reported in the loaded dataset2023

Related Form 5500 pages