2023 Form 5500 filing — The Health & Welfare Plan Of Potawatomi Federal Solutions, LLC
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 20240827090333NAL0019366240001) for The Health & Welfare Plan Of Potawatomi Federal Solutions, LLC, reported by Potawatomi Federal Solutions, LLC under EIN 47-1192409 and plan number 501. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827090333NAL0019366240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Potawatomi Federal Solutions, LLC
- EIN
- 47-1192409
- Plan number
- 501
- Location
- Oklahoma City, OK
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,654
- Total liabilities (EOY)
- $4
- Net assets (EOY)
- $128,650
- Total income / additions
- $0
- Benefits paid
- $72,834
- Administrative expenses
- $59,221
- Total expenses
- $132,055
- Net increase / (decrease)
- -$132,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Financial Services, Inc | SERVICE PROVIDER | $25,779 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $21,253 | not reported in the loaded dataset |
| Alegeus Technologies, LLC | SERVICE PROVIDER | $9,990 | not reported in the loaded dataset |