2023 Form 5500 filing — Employee Owned Holdings, Inc. 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 20240919085713NAL0003376995001) for Employee Owned Holdings, Inc. Welfare Plan, reported by Employee Owned Holdings, Inc. under EIN 20-8026834 and plan number 501. It reports 320 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants320
Provider compensation$137.5K1 Schedule C row(s)$137,496
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20240919085713NAL0003376995001
Plan sponsor
Employee Owned Holdings, Inc.
EIN
20-8026834
Plan number
501
Location
Houston, TX
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

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)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cigna Health And Life Insurance ComCLAIMS ADMINISTRATOR$137,496not reported in the loaded dataset

Related Form 5500 pages