2023 Form 5500 filing — Charon Shared Services, LLC Welfare Benefits Trust
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 20241209085544NAL0009097489001) for Charon Shared Services, LLC Welfare Benefits Trust, reported by Charon Shared Services, LLC under EIN 81-4226414 and plan number 504. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209085544NAL0009097489001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Charon Shared Services, LLC
- EIN
- 81-4226414
- Plan number
- 504
- Location
- Lincoln, NE
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $892,252
- Total liabilities (EOY)
- $1,123,856
- Net assets (EOY)
- -$231,604
- Employer contributions
- $5,010,964
- Participant contributions
- $1,126,385
- Total income / additions
- $6,139,138
- Benefits paid
- $6,610,827
- Administrative expenses
- $242,275
- Total expenses
- $6,853,102
- Net increase / (decrease)
- -$713,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Centivo T Holdings, LLC | NONE | $217,551 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $13,219 | not reported in the loaded dataset |
| Gallagher Benefit Services, Inc. | NONE | $9,828 | not reported in the loaded dataset |