Hz Services, LLC Group Medical Plan — Form 5500 plan (Hz Services 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, Hz Services, LLC Group Medical Plan is a benefit plan reported by Hz Services LLC under EIN 81-4191028 and plan number 501. The latest loaded filing year is 2023. The filing reports 104 participants and $27,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hz Services LLC
EIN
81-4191028
Plan number
501
Plan type
2
Location
Odessa, TX
Latest filing year
2023
Participants
104
End-of-year plan assets
$27,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20250312080842NAL0037680658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,490
Total liabilities (EOY)
$120,516
Net assets (EOY)
-$93,026
Net assets (BOY)
$0

Income & contributions

Employer contributions
$508,956
Participant contributions
$222,895
Total contributions
$772,189
Total income / additions
$772,962

Expenses & distributions

Benefits paid
$770,814
Administrative expenses
$95,174
Total expenses
$865,988
Net increase / (decrease)
-$93,026

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost Insurance Agency, Inc. - TexaBROKER$43,050not reported in the loaded dataset2023
The Benecon GroupBROKER$23,801not reported in the loaded dataset2023
Independence Administrators (Ia)ADMIN$21,607not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$6,716not reported in the loaded dataset2023

Related Form 5500 pages