2023 Form 5500 filing — R. Lacy Services, Ltd. Employee Benefit 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 20241015170203NAL0030427361004) for R. Lacy Services, Ltd. Employee Benefit Plan, reported by R. Lacy Services, Ltd. under EIN 20-2002323 and plan number 501. It reports 83 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170203NAL0030427361004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R. Lacy Services, Ltd.
- EIN
- 20-2002323
- Plan number
- 501
- Location
- Longview, TX
- Participants
- 83
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $252,652
- Net assets (EOY)
- $252,652
- Employer contributions
- $3,700,000
- Total income / additions
- $4,519,715
- Benefits paid
- $4,428,676
- Total expenses
- $4,521,026
- Net increase / (decrease)
- -$1,311
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boon-Chapman | MEDICAL ADMIN CHARGES | $52,548 | not reported in the loaded dataset |
| Aetna Signature | NETWORK ACCESS | $19,794 | not reported in the loaded dataset |
| Hub International Texas, Inc. | PLAN ADMINISTRATOR | $15,390 | not reported in the loaded dataset |