Plan5500

Assets, Inc. Health & Welfare Plan — Form 5500 plan (Assets, 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, Assets, Inc. Health & Welfare Plan is a benefit plan reported by Assets, Inc. under EIN 92-0076696 and plan number 510. The latest loaded filing year is 2023. The filing reports 108 participants and $516,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Assets, Inc.
EIN
92-0076696
Plan number
510
Plan type
2
Location
Anchorage, AK
Latest filing year
2023
Participants
108
End-of-year plan assets
$516,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108H, C20241014160203NAL0053050114003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$516,562
Total liabilities (EOY)
$482,167
Net assets (EOY)
$34,395
Net assets (BOY)
$51,914

Income & contributions

Employer contributions
$1,418,805
Total contributions
$1,418,805
Total income / additions
$1,424,147

Expenses & distributions

Benefits paid
$1,354,594
Administrative expenses
$87,072
Total expenses
$1,441,666
Net increase / (decrease)
-$17,519

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boon Administrative ServicesCONTRACTED 3RD PARTY ADM$29,935not reported in the loaded dataset2023
Boon Administrative ServicesCONTRACTED 3RD PARTY ADMNnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages