Plan5500

The Access Pooled Employer Plan - Series 1 — Form 5500 plan (Access Plans 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, The Access Pooled Employer Plan - Series 1 is a benefit plan reported by Access Plans LLC under EIN 85-3473108 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,667 participants and $36,069,762 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Access Plans LLC
EIN
85-3473108
Plan number
333
Plan type
3
Location
Wylie, TX
Latest filing year
2023
Participants
3,667
End-of-year plan assets
$36,069,762

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,667H, C20250220171308NAL0013090514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,069,762
Total liabilities (EOY)
$98,895
Net assets (EOY)
$35,970,867
Net assets (BOY)
$36,705,443

Income & contributions

Employer contributions
$3,608,503
Participant contributions
$6,893,148
Total contributions
$10,847,332
Total income / additions
$18,233,442

Expenses & distributions

Benefits paid
$5,034,045
Administrative expenses
$132,885
Total expenses
$5,166,930
Net increase / (decrease)
$13,066,512

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus FinancialCONTRACT ADMINISTARTOR$98,623not reported in the loaded dataset2023
National Benefit ServicesSERVICE PROVIDER$28,540not reported in the loaded dataset2023
Kimberlin Company, PllcAUDITOR$8,750not reported in the loaded dataset2023

Related Form 5500 pages