2023 Form 5500 filing — Grace Management -2 Health & 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 20240728225203NAL0018963649001) for Grace Management -2 Health & Welfare Plan, reported by Grace Management, Inc. under EIN 26-2537582 and plan number 502. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240728225203NAL0018963649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grace Management, Inc.
- EIN
- 26-2537582
- Plan number
- 502
- Location
- San Mateo, CA
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,750
- Total liabilities (EOY)
- -$569
- Net assets (EOY)
- $235,319
- Employer contributions
- $1,013,694
- Participant contributions
- $1,397
- Total income / additions
- $1,015,091
- Benefits paid
- $817,629
- Administrative expenses
- $203,207
- Total expenses
- $1,020,836
- Net increase / (decrease)
- -$5,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $129,295 | $35,461 |
| Usi Insurance Services Ntl, Inc. | NONE | $24,963 | not reported in the loaded dataset |
| Fiduciary Plan Mgmt Services, Inc. | NONE | $20,302 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $17,300 | not reported in the loaded dataset |
| United Workers Wellness | NONE | $5,115 | not reported in the loaded dataset |