2023 Form 5500 filing — Strategix Management, LLC 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 20251014201946NAL0003679985001) for Strategix Management, LLC Health & Welfare Plan, reported by Strategix Management, LLC under EIN 81-1479787 and plan number 501. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014201946NAL0003679985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Strategix Management, LLC
- EIN
- 81-1479787
- Plan number
- 501
- Location
- Washington, DC
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,023
- Employer contributions
- $254,939
- Participant contributions
- $171,158
- Total income / additions
- $426,562
- Benefits paid
- $335,189
- Administrative expenses
- $24,350
- Total expenses
- $359,539
- Net increase / (decrease)
- $67,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc | CLAIMS PROCESSING | $46,852 | not reported in the loaded dataset |
| Optumrx Inc | PHARMACY BENEFIT MGMT | $33,333 | $190 |
| Alliant Insurance Svcs Inc | BROKER | $18,036 | not reported in the loaded dataset |