2023 Form 5500 filing — Beverage Distributors, Inc. Health And Welfare 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 20240709135622NAL0015537649001) for Beverage Distributors, Inc. Health And Welfare Plan, reported by Beverage Distributors, Inc. under EIN 55-0354127 and plan number 501. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709135622NAL0015537649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beverage Distributors, Inc.
- EIN
- 55-0354127
- Plan number
- 501
- Location
- Clarksburg, WV
- Participants
- 28
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $62,286
- Net assets (EOY)
- -$62,286
- Employer contributions
- $476,324
- Participant contributions
- $0
- Total income / additions
- $476,926
- Benefits paid
- $325,417
- Administrative expenses
- $32,487
- Total expenses
- $539,212
- Net increase / (decrease)
- -$62,286
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Imagine 360 Administrators, LLC | ADMIN | $32,487 | not reported in the loaded dataset |
| Coury Health Services, LLC Dba Aler | BROKER | $10,080 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $8,598 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $1,835 | not reported in the loaded dataset |