Texas Sonic Employers Trade Association, Inc. Occupational Injury Benefits Plan — Form 5500 plan (Texas Sonic Employers Trade Association, Inc.)
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, Texas Sonic Employers Trade Association, Inc. Occupational Injury Benefits Plan is a benefit plan reported by Texas Sonic Employers Trade Association, Inc. under EIN 75-2567775 and plan number 501. The latest loaded filing year is 2023. The filing reports 20,580 participants and $7,318,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Sonic Employers Trade Association, Inc.
- EIN
- 75-2567775
- Plan number
- 501
- Plan type
- 3
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 20,580
- End-of-year plan assets
- $7,318,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,580 | H, C | 20260227100302NAL0000712210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,318,650
- Total liabilities (EOY)
- $691,863
- Net assets (EOY)
- $6,626,787
- Net assets (BOY)
- $6,710,990
Income & contributions
- Employer contributions
- $1,867,040
- Total contributions
- $1,890,590
- Total income / additions
- $2,222,341
Expenses & distributions
- Benefits paid
- $1,406,600
- Administrative expenses
- $899,944
- Total expenses
- $2,306,544
- Net increase / (decrease)
- -$84,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arthur J. Gallagher & Co. | NONE | $409,733 | not reported in the loaded dataset | 2023 |
| Providence Risk Management | NONE | $186,016 | not reported in the loaded dataset | 2023 |
| Partnersource | NONE | $139,503 | not reported in the loaded dataset | 2023 |
| Texas Department Of Insurance | NONE | $40,118 | not reported in the loaded dataset | 2023 |
| The Ewbank Group, P.C. | NONE | $30,943 | not reported in the loaded dataset | 2023 |
| Haynes & Boone | NONE | $27,651 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $17,700 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Harvest Printing | NONE | $6,603 | not reported in the loaded dataset | 2023 |
| Bank Of Texas | NONE | $5,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Texas Sonic Employers Trade Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Arthur J. Gallagher & Co. — Schedule C compensation
- Providence Risk Management — Schedule C compensation
- Partnersource — Schedule C compensation
- Texas Department Of Insurance — Schedule C compensation
- The Ewbank Group, P.C. — Schedule C compensation
- Haynes & Boone — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation
- Regions Bank — Schedule C compensation
- Milliman — Schedule C compensation
- Harvest Printing — Schedule C compensation
- Bank Of Texas — Schedule C compensation