2023 Form 5500 filing — Tasks Unlimited

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 20241115172023NAL0000697811001) for Tasks Unlimited, reported by Tasks Unlimited Health & Welfare Benefit Plan under EIN 41-1518696 and plan number 501. It reports 30 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.2KReported net assets$26,168
Participants30
Provider compensation$6.4K1 Schedule C row(s)$6,447
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241115172023NAL0000697811001
Plan sponsor
Tasks Unlimited Health & Welfare Benefit Plan
EIN
41-1518696
Plan number
501
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.2K total assets
Net assets$26.2KLiabilities$0
Money in vs. money out
Total income / additions$108.9K
Total expenses$115.3K
Benefits paid / distributions$88.3K
Contributions
Employer$108.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$26,168
Total liabilities (EOY)
$0
Net assets (EOY)
$26,168
Employer contributions
$108,942
Total income / additions
$108,942
Benefits paid
$88,279
Administrative expenses
$27,016
Total expenses
$115,295
Net increase / (decrease)
-$6,353

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Staff Benefits Management, Inc.TPA$6,447not reported in the loaded dataset

Related Form 5500 pages