2023 Form 5500 filing — The Health And Welfare Benefit Of Tree Brand Packaging, Inc.
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 20240807074522NAL0005986960001) for The Health And Welfare Benefit Of Tree Brand Packaging, Inc., reported by Tree Brand Packaging, Inc. under EIN 56-1763763 and plan number 501. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807074522NAL0005986960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tree Brand Packaging, Inc.
- EIN
- 56-1763763
- Plan number
- 501
- Location
- Denver, NC
- Participants
- 66
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,529
- Total liabilities (EOY)
- $60,879
- Net assets (EOY)
- $24,650
- Employer contributions
- $636,261
- Participant contributions
- $182,006
- Total income / additions
- $821,287
- Benefits paid
- $455,506
- Administrative expenses
- $42,303
- Total expenses
- $955,541
- Net increase / (decrease)
- -$134,254
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acs Benefit Services, LLC | ADMIN | $42,303 | not reported in the loaded dataset |
| Ecm Solutions | BROKER | $23,600 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $23,119 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,060 | not reported in the loaded dataset |