2023 Form 5500 filing — Texas Sonic Employers Trade Association, Inc. Occupational Injury Benefits 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 20260227100302NAL0000712210001) for Texas Sonic Employers Trade Association, Inc. Occupational Injury Benefits Plan, reported by Texas Sonic Employers Trade Association, Inc. under EIN 75-2567775 and plan number 501. It reports 20,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260227100302NAL0000712210001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Texas Sonic Employers Trade Association, Inc.
- EIN
- 75-2567775
- Plan number
- 501
- Location
- Richardson, TX
- Participants
- 20,580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,318,650
- Total liabilities (EOY)
- $691,863
- Net assets (EOY)
- $6,626,787
- Employer contributions
- $1,867,040
- Total income / additions
- $2,222,341
- Benefits paid
- $1,406,600
- Administrative expenses
- $899,944
- Total expenses
- $2,306,544
- Net increase / (decrease)
- -$84,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arthur J. Gallagher & Co. | NONE | $409,733 | not reported in the loaded dataset |
| Providence Risk Management | NONE | $186,016 | not reported in the loaded dataset |
| Partnersource | NONE | $139,503 | not reported in the loaded dataset |
| Texas Department Of Insurance | NONE | $40,118 | not reported in the loaded dataset |
| The Ewbank Group, P.C. | NONE | $30,943 | not reported in the loaded dataset |
| Haynes & Boone | NONE | $27,651 | not reported in the loaded dataset |
| Rubinbrown Llp | NONE | $24,000 | not reported in the loaded dataset |
| Regions Bank | NONE | $17,700 | not reported in the loaded dataset |
| Milliman | NONE | $8,000 | not reported in the loaded dataset |
| Harvest Printing | NONE | $6,603 | not reported in the loaded dataset |
| Bank Of Texas | NONE | $5,750 | not reported in the loaded dataset |