2023 Form 5500 filing — Sapp Bros. Voluntary Employees Beneficiary Association Trust 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 20250115160003NAL0043940370001) for Sapp Bros. Voluntary Employees Beneficiary Association Trust Plan, reported by Sapp Bros., Inc under EIN 47-0619972 and plan number 502. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115160003NAL0043940370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sapp Bros., Inc
- EIN
- 47-0619972
- Plan number
- 502
- Location
- Omaha, NE
- Participants
- 509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $2,008,272
- Participant contributions
- $3,108,423
- Total income / additions
- $5,116,695
- Benefits paid
- $8,994,084
- Administrative expenses
- $334,945
- Total expenses
- $9,329,029
- Net increase / (decrease)
- -$4,212,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allied Benefit Systems LLC | NONE | $169,687 | not reported in the loaded dataset |
| Fiduciaryrx, LLC | PHARMACY BENEFIT MANAGER | $167,738 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $114,384 | not reported in the loaded dataset |
| Lucent Health Administrators, LLC | NONE | $42,480 | not reported in the loaded dataset |
| Delta Dental Of Nebraska | NONE | $32,231 | not reported in the loaded dataset |
| Alera Group Inc | AGENT / AGENCY | $0 | $12,850 |
| Teladoc | NONE | $9,853 | not reported in the loaded dataset |
| American Health Holding | NONE | $8,584 | not reported in the loaded dataset |