2023 Form 5500 filing — Health Care Plan Of The Sundt Companies, Inc.
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 20250416170955NAL0008957824001) for Health Care Plan Of The Sundt Companies, Inc., reported by The Sundt Companies, Inc. under EIN 86-0923877 and plan number 501. It reports 2,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416170955NAL0008957824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Sundt Companies, Inc.
- EIN
- 86-0923877
- Plan number
- 501
- Location
- Tucson, AZ
- Participants
- 2,406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,423,669
- Total liabilities (EOY)
- $3,651,446
- Net assets (EOY)
- $5,772,223
- Employer contributions
- $29,659,876
- Participant contributions
- $4,101,162
- Total income / additions
- $34,247,129
- Benefits paid
- $33,104,765
- Administrative expenses
- $2,131,971
- Total expenses
- $35,236,736
- Net increase / (decrease)
- -$989,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co | not reported in the loaded dataset | $1,452,119 | not reported in the loaded dataset |
| The Sundt Companies, Inc. | not reported in the loaded dataset | $591,600 | not reported in the loaded dataset |
| Consova Corporation | not reported in the loaded dataset | $27,808 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | not reported in the loaded dataset | $22,575 | not reported in the loaded dataset |
| Wex Health, Inc. | not reported in the loaded dataset | $20,556 | not reported in the loaded dataset |
| Principal Bank | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset |
| Cbiz Acctg,Tax & Advisory Of Wa LLC | not reported in the loaded dataset | $6,929 | not reported in the loaded dataset |