2023 Form 5500 filing — Miskelly Furniture Employee Welfare Benefit 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 20250614153710NAL0014263043001) for Miskelly Furniture Employee Welfare Benefit Trust, reported by Miskelly Furniture Warehouse, Inc. under EIN 64-0616673 and plan number 502. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250614153710NAL0014263043001
Filing year
2023
Form type
2
Plan sponsor
Miskelly Furniture Warehouse, Inc.
EIN
64-0616673
Plan number
502
Location
Pearl, MS
Participants
168
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$151,060
Total liabilities (EOY)
$0
Net assets (EOY)
$151,060
Employer contributions
$291,804
Participant contributions
$721,931
Total income / additions
$1,013,735
Benefits paid
$855,288
Administrative expenses
$56,879
Total expenses
$912,167
Net increase / (decrease)
$101,568
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Umr, Inc.CLAIMS PROCESSING$36,486$115
HealthsmartSERVICE PROVIDER$15,704not reported in the loaded dataset

Related Form 5500 pages