2023 Form 5500 filing — Cbc Companies, 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 20241015091843NAL0016046355005) for Cbc Companies, Inc. Health & Welfare Plan, reported by Cbc Companies, Inc. under EIN 31-0727305 and plan number 501. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091843NAL0016046355005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cbc Companies, Inc.
- EIN
- 31-0727305
- Plan number
- 501
- Location
- Upper Arlington, OH
- Participants
- 654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,932
- Total liabilities (EOY)
- $245,932
- Net assets (EOY)
- $0
- Employer contributions
- $4,712,773
- Participant contributions
- $2,564,726
- Total income / additions
- $7,277,499
- Benefits paid
- $6,276,397
- Administrative expenses
- $1,001,102
- Total expenses
- $7,277,499
- Net increase / (decrease)
- $0
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Community Insurance Company | not reported in the loaded dataset | $173,614 | $432,830 |
| Usi Insurance Services LLC | not reported in the loaded dataset | $0 | $59,963 |
| Horan Associates Inc | not reported in the loaded dataset | $0 | $33,124 |