2023 Form 5500 filing — Producers' Health Benefits 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 20241015163510NAL0050472352001) for Producers' Health Benefits Plan, reported by Board Of Trustees Of The Producers' Health Benefits Plan under EIN 31-6654730 and plan number 501. It reports 3,304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163510NAL0050472352001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Board Of Trustees Of The Producers' Health Benefits Plan
- EIN
- 31-6654730
- Plan number
- 501
- Location
- West Covina, CA
- Participants
- 3,304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,254,691
- Total liabilities (EOY)
- $777,504
- Net assets (EOY)
- $24,477,187
- Employer contributions
- $33,982,000
- Participant contributions
- $892,836
- Total income / additions
- $38,712,379
- Benefits paid
- $34,947,359
- Administrative expenses
- $3,082,134
- Total expenses
- $38,029,493
- Net increase / (decrease)
- $682,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $574,857 | not reported in the loaded dataset |
| Employee 001 | EMPLOYEE | $277,539 | not reported in the loaded dataset |
| Usi Insurance Services LLC | NONE | $250,000 | not reported in the loaded dataset |
| Ellenoff Grossman & Schole Llp | NONE | $139,246 | not reported in the loaded dataset |
| Actum LLC | NONE | $120,000 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $107,970 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $107,880 | not reported in the loaded dataset |
| Taylor And Taylor Associates, Inc | NONE | $102,354 | not reported in the loaded dataset |
| Synergy Enrollment & Benefits, LLC | NONE | $75,111 | not reported in the loaded dataset |
| Employee 002 | NONE | $75,000 | not reported in the loaded dataset |
| Mill Creek Capital Advisors, LLC | NONE | $69,498 | not reported in the loaded dataset |
| Employee 003 | NONE | $40,000 | not reported in the loaded dataset |
| Innovation Health, LLC | NONE | $37,500 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $17,983 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $15,543 | not reported in the loaded dataset |
| Agincourt Capital Management, LLC | NONE | $12,431 | not reported in the loaded dataset |
| Aperio Group, LLC | NONE | $9,060 | not reported in the loaded dataset |
| Us Bank | NONE | $8,781 | not reported in the loaded dataset |
| Andrew Colon | TRUSTEE | $8,053 | not reported in the loaded dataset |
| Daniel Rosenthal | TRUSTEE | $7,511 | not reported in the loaded dataset |
| Coery Starck Pllc | NONE | $5,242 | not reported in the loaded dataset |