2023 Form 5500 filing — Pbbs Equipment Corporation Health 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 20241121164502NAL0001716434001) for Pbbs Equipment Corporation Health Plan, reported by Pbbs Equipment Corporation under EIN 39-0888681 and plan number 501. It reports 67 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1KReported net assets$1,102
Participants67
Provider compensation$281.4K3 Schedule C row(s)$281,378
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241121164502NAL0001716434001
Plan sponsor
Pbbs Equipment Corporation
EIN
39-0888681
Plan number
501
Location
Menomonee Falls, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.1K total assets
Net assets$1.1KLiabilities
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$655K
Participant$229.4K
Full reported line items
Total assets (EOY)
$1,102
Net assets (EOY)
$1,102
Employer contributions
$655,012
Participant contributions
$229,355
Total income / additions
$1,067,511
Benefits paid
$1,071,706
Administrative expenses
$5,546
Total expenses
$1,077,252
Net increase / (decrease)
-$9,741
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    PHARMACY BENEFIT MGMT · Direct $223.5K · Indirect $473
  2. 2
    Umr Inc$36.5K
    CLAIMS PROCESSING · Direct $36.5K · Indirect $54
  3. 3
    BROKER · Direct $20.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241121164502NAL0001716434001 cover?
It is the 2023 Form 5500 filing for Pbbs Equipment Corporation Health Plan, reported by Pbbs Equipment Corporation (EIN 39-0888681).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages