2023 Form 5500 filing — Alliance, Inc. 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 20241007134634NAL0008931251001) for Alliance, Inc. Health & Welfare Plan, reported by Alliance, Inc. under EIN 52-1277262 and plan number 501. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007134634NAL0008931251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance, Inc.
- EIN
- 52-1277262
- Plan number
- 501
- Location
- San Mateo, CA
- Participants
- 107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,545
- Total liabilities (EOY)
- $62,816
- Net assets (EOY)
- $21,729
- Employer contributions
- $754,187
- Participant contributions
- $10,433
- Total income / additions
- $764,620
- Benefits paid
- $660,073
- Administrative expenses
- $186,600
- Total expenses
- $846,673
- Net increase / (decrease)
- -$82,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $108,041 | $12,454 |
| Allegeant, LLC | NONE | $26,349 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $20,000 | not reported in the loaded dataset |
| Cigna Health And Life Insurance | NONE | $15,201 | not reported in the loaded dataset |
| Fiduciary Plan Management Services | NONE | $11,040 | not reported in the loaded dataset |
| Fce Financial Services, Inc. | NONE | $7,845 | not reported in the loaded dataset |