2023 Form 5500 filing — Dfeassociation Of Community Service Agencies Employee Benefit Trust
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 20241010153007NAL0011661779009) for Dfeassociation Of Community Service Agencies Employee Benefit Trust, reported by Association Of Community Service Agents, Inc. under EIN 23-7300650 and plan number 501. It reports 53,617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153007NAL0011661779009
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Association Of Community Service Agents, Inc.
- EIN
- 23-7300650
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 53,617
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,962,790
- Total liabilities (EOY)
- $5,576,984
- Net assets (EOY)
- $385,806
- Employer contributions
- $354,686,461
- Total income / additions
- $354,725,710
- Benefits paid
- $353,679,742
- Administrative expenses
- $1,252,211
- Total expenses
- $354,931,953
- Net increase / (decrease)
- -$206,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Pensions Inc. | ADMINISTRATOR | $822,055 | not reported in the loaded dataset |
| Usi Insurance Services, LLC | NONE | $81,530 | not reported in the loaded dataset |
| Gallagher Benefit Services | NONE | $74,576 | not reported in the loaded dataset |
| Mdg Benefit Solutions (Guilford,Ct) | NONE | $65,593 | not reported in the loaded dataset |
| Corporate Synergies Group, LLC | NONE | $56,498 | not reported in the loaded dataset |
| Willis Of Ct | NONE | $54,243 | not reported in the loaded dataset |
| Exude Benefits Group. LLC | NONE | $49,140 | not reported in the loaded dataset |
| Benefits Consulting Group | NONE | $40,712 | not reported in the loaded dataset |
| Beers,Hamerman,Cohen & Burger,P.C. | AUDITORS | $40,135 | not reported in the loaded dataset |
| Marsh & Mclennan Agency LLC | NONE | $38,980 | not reported in the loaded dataset |
| Edgewood Partners Insurance | NONE | $32,427 | not reported in the loaded dataset |
| Hub Intl Northeast, Ltd | NONE | $30,950 | not reported in the loaded dataset |
| Tiago Guamaraes | NONE | $27,536 | not reported in the loaded dataset |
| Nfp Corporate Services | NONE | $20,933 | not reported in the loaded dataset |
| Grinspec Of Nj Dba Centric Benefits | NONE | $20,214 | not reported in the loaded dataset |
| Mdg Associates Of Ct. LLC | NONE | $20,005 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | NONE | $19,851 | not reported in the loaded dataset |
| Pcf Insurance Services | NONE | $18,868 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $17,500 | not reported in the loaded dataset |
| Marshall & Sterling Inc | NONE | $16,589 | not reported in the loaded dataset |
| Nesso Benefits LLC | NONE | $16,361 | not reported in the loaded dataset |
| Schuster Driscoll LLC | NONE | $15,872 | not reported in the loaded dataset |
| Mv Financial Group | NONE | $14,848 | not reported in the loaded dataset |
| Mercer Health & Benefits LLC | NONE | $13,970 | not reported in the loaded dataset |
| Capacity Benefits & Financial Servi | NONE | $13,766 | not reported in the loaded dataset |
| Frank J Deleo Jr. | NONE | $13,661 | not reported in the loaded dataset |
| Amanda Van Martin | NONE | $12,095 | not reported in the loaded dataset |
| Meridian Risk Management | NONE | $12,013 | not reported in the loaded dataset |
| Smith Brothers Insurance | NONE | $11,973 | not reported in the loaded dataset |
| York International Agency | NONE | $11,224 | not reported in the loaded dataset |
| Onegroup Ny, Inc | NONE | $11,117 | not reported in the loaded dataset |
| Janice Smith | NONE | $10,657 | not reported in the loaded dataset |
| Frenkel Beneits, LLC | NONE | $10,502 | not reported in the loaded dataset |
| Sterling & Sterling Inc | NONE | $8,176 | not reported in the loaded dataset |
| Rsc Insurance Brokerage | NONE | $8,171 | not reported in the loaded dataset |
| Blueprint Benefit Advisors | NONE | $7,870 | not reported in the loaded dataset |
| The Meltzer Group Inc. | NONE | $7,848 | not reported in the loaded dataset |
| Brown & Brown Of Garden City | NONE | $7,605 | not reported in the loaded dataset |
| Pierson & Smith, Division Of First | NONE | $7,533 | not reported in the loaded dataset |
| Brown & Brown Of Ct | NONE | $7,507 | not reported in the loaded dataset |
| Acrisure LLC Dba The Tarpey Group | NONE | $7,295 | not reported in the loaded dataset |
| The Preferred Client Group | NONE | $6,588 | not reported in the loaded dataset |
| Willis Of New Jersey | NONE | $6,242 | not reported in the loaded dataset |
| Willis Of New York, Inc | NONE | $6,159 | not reported in the loaded dataset |
| The Jones Group | NONE | $6,120 | not reported in the loaded dataset |
| Cesar Sorto | NONE | $5,986 | not reported in the loaded dataset |
| Alan Sheketoff | NONE | $5,689 | not reported in the loaded dataset |
| Hilb Group Of New England | NONE | $5,551 | not reported in the loaded dataset |
| Digital Insurance Inc. | NONE | $5,299 | not reported in the loaded dataset |
| My Benefit Advisor LLC | NONE | $5,167 | not reported in the loaded dataset |