Blue Heron Companies, LLC Employee Benefit Plan — Form 5500 plan (Blue Heron 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, Blue Heron Companies, LLC Employee Benefit Plan is a benefit plan reported by Blue Heron Companies, LLC under EIN 86-1125471 and plan number 502. The latest loaded filing year is 2023. The filing reports 223 participants and $490,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Heron Companies, LLC
- EIN
- 86-1125471
- Plan number
- 502
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $490,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20240711100415NAL0018184065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $490,029
- Total liabilities (EOY)
- $153,039
- Net assets (EOY)
- $336,990
- Net assets (BOY)
- $143,700
Income & contributions
- Employer contributions
- $1,424,262
- Participant contributions
- $426,694
- Total contributions
- $1,850,956
- Total income / additions
- $1,856,534
Expenses & distributions
- Benefits paid
- $1,064,237
- Administrative expenses
- $599,007
- Total expenses
- $1,663,244
- Net increase / (decrease)
- $193,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital (Denver, Co) | CONSULTANT | $67,643 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $39,377 | not reported in the loaded dataset | 2023 |
| Onedigital (Kop) | BROKER | $29,406 | not reported in the loaded dataset | 2023 |
| Meritain Health, An Aetna Company | ADMIN | $14,085 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $13,658 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Heron Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Onedigital (Denver, Co) — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Onedigital (Kop) — Schedule C compensation
- Meritain Health, An Aetna Company — Schedule C compensation
- Connectcare3 — Schedule C compensation