2023 Form 5500 filing — Sims-Lohman, Inc. Employee Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628114903NAL0000352627001) for Sims-Lohman, Inc. Employee Benefit Plan, reported by Sims-Lohman, Inc. under EIN 31-0856545 and plan number 501. It reports 571 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628114903NAL0000352627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sims-Lohman, Inc.
- EIN
- 31-0856545
- Plan number
- 501
- Location
- Cincinnati, OH
- Participants
- 571
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | CLAIMS PROCESSOR | $133,730 | $711 |
| Corporate Plans, Inc. | BROKER | $8,244 | not reported in the loaded dataset |