Plan5500

2023 Form 5500 filing — Kelley Automotive Group Health & Welfare 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 20250310133007NAL0031896386001) for Kelley Automotive Group Health & Welfare Plan, reported by Kelley Automotive Group LLC under EIN 35-1707660 and plan number 501. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250310133007NAL0031896386001
Filing year
2023
Form type
2
Plan sponsor
Kelley Automotive Group LLC
EIN
35-1707660
Plan number
501
Location
Fort Wayne, IN
Participants
287
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,993,318
Total liabilities (EOY)
$351,201
Net assets (EOY)
$1,642,117
Employer contributions
$2,591,843
Participant contributions
$1,117,207
Total income / additions
$3,791,212
Benefits paid
$3,939,037
Administrative expenses
$130,267
Total expenses
$4,069,304
Net increase / (decrease)
-$278,092
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tokio Marine HhsREINSURANCE PREMIUMS$522,531not reported in the loaded dataset
Unified Group Services, Inc.ADMINISTRATIVE FEES$113,703not reported in the loaded dataset
Cigna OapPPO FEES$76,571not reported in the loaded dataset
Star Insurance AgencyINSURANCE BROKER FEES$53,872not reported in the loaded dataset
Active Health ManagementCARE ENGINE FEES$6,102not reported in the loaded dataset
TeladocORGAN TRANSPLANT PREMIUMS$3,527not reported in the loaded dataset

Related Form 5500 pages