2023 Form 5500 filing — Sodexo Management, Inc. Health And 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 20241011105018NAL0022609697001) for Sodexo Management, Inc. Health And Welfare Plan, reported by Sodexo Management, Inc. under EIN 16-0812661 and plan number 560. It reports 1,216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105018NAL0022609697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sodexo Management, Inc.
- EIN
- 16-0812661
- Plan number
- 560
- Location
- San Mateo, CA
- Participants
- 1,216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,480,215
- Total liabilities (EOY)
- $753,043
- Net assets (EOY)
- $7,727,172
- Employer contributions
- $9,037,458
- Participant contributions
- $7,880
- Total income / additions
- $9,542,777
- Benefits paid
- $7,094,214
- Administrative expenses
- $847,186
- Total expenses
- $7,941,400
- Net increase / (decrease)
- $1,601,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $515,755 | $106,949 |
| Cigna Health And Life Insurance Com | NONE | $176,497 | not reported in the loaded dataset |
| Mdg Benefit Solutions | NONE | $96,870 | not reported in the loaded dataset |
| Fiduciary Plan Management Services | NONE | $90,375 | not reported in the loaded dataset |
| Fce Benefit Administrators, Inc. | NONE | $60,557 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $33,100 | not reported in the loaded dataset |
| Global Care Inc. | NONE | $27,841 | not reported in the loaded dataset |
| United Workers Wellness | NONE | $18,098 | not reported in the loaded dataset |
| Fce Financial Services, Inc. | NONE | $10,979 | not reported in the loaded dataset |
| First Health Network | NONE | $8,928 | not reported in the loaded dataset |
| Ppousa, Inc. | NONE | $8,903 | not reported in the loaded dataset |