P.B. Bell Asset Management, Inc. Health And Welfare Plan — Form 5500 plan (P.B. Bell Asset Management, 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, P.B. Bell Asset Management, Inc. Health And Welfare Plan is a benefit plan reported by P.B. Bell Asset Management, Inc. under EIN 86-0677603 and plan number 501. The latest loaded filing year is 2023. The filing reports 128 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants128Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
P.B. Bell Asset Management, Inc.
EIN
86-0677603
Plan number
501
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312820250116075801NAL0046661186001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages