Turn2 Specialty Companies, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Turn2 Specialty Companies, LLC (EIN 83-1517552) is a plan sponsor located in Baytown, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-1517552
Location
Baytown, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,703,307
Total reported net assets (EOY)
$3,703,307

Contributions & income

Participant contributions
$1,434,266
Total income / additions
$2,291,707

Expenses & distributions

Benefits paid / distributions
$337,842
Total expenses
$356,634
Net increase / (decrease)
$1,935,073

Coverage

Total reported participants
2,848
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Turn2 Specialty Companies, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Turn2 Specialty Companies 401(K) Plan0011,608$3,703,3072023
Turn2 Specialty Companies, LLC Health And Welfare Plan5011,240not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Turn2 Specialty Companies, LLC
YearPlanParticipantsSchedulesFiling
2023Turn2 Specialty Companies 401(K) Plan1,608H20240917100043NAL0002619217001
2023Turn2 Specialty Companies, LLC Health And Welfare Plan1,24020251010133415NAL0013205776001

Related Form 5500 pages