Sierra-Cedar Companies, LLC Welfare Benefit 501 Plan — Form 5500 plan (Sierra-Cedar Companies, 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, Sierra-Cedar Companies, LLC Welfare Benefit 501 Plan is a benefit plan reported by Sierra-Cedar Companies, LLC under EIN 85-1055558 and plan number 501. The latest loaded filing year is 2023. The filing reports 249 participants and $4,743,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sierra-Cedar Companies, LLC
EIN
85-1055558
Plan number
501
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
249
End-of-year plan assets
$4,743,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20240729223335NAL0012974115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,743,792
Total liabilities (EOY)
$293,950
Net assets (EOY)
$4,449,842
Net assets (BOY)
$4,801,172

Income & contributions

Employer contributions
$785,835
Participant contributions
$1,976,648
Total contributions
$2,838,714
Total income / additions
$2,838,714

Expenses & distributions

Benefits paid
$2,924,319
Administrative expenses
$265,725
Total expenses
$3,190,044
Net increase / (decrease)
-$351,330

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Services, Inc.CLAIMS PROCESSOR$239,574$02023
98point6NONE$17,247not reported in the loaded dataset2023
SurgeryplusNONE$8,904not reported in the loaded dataset2023

Related Form 5500 pages