2023 Form 5500 filing — Erc, Inc. Voluntary Employee Beneficiary Association 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 20260427113726NAL0004811427001) for Erc, Inc. Voluntary Employee Beneficiary Association Plan, reported by Erc, Inc. Voluntary Employee Beneficiary Association Plan under EIN 20-7241699 and plan number 501. It reports 1,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,531,819

Participants1.1K1,106

Provider compensation$990K1 Schedule C row(s)$989,976

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20260427113726NAL0004811427001
Plan sponsor: Erc, Inc. Voluntary Employee Beneficiary Association Plan
EIN: 20-7241699
Plan number: 501
Location: Huntsville, AL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets

Net assets$3.5MLiabilities$0

Money in vs. money out

Total income / additions$24.1M

Total expenses$20.6M

Benefits paid / distributions$19.6M

Contributions

Employer$18M

Participant$5.1M

Full reported line items

Total assets (EOY): $3,531,819
Total liabilities (EOY): $0
Net assets (EOY): $3,531,819
Employer contributions: $17,969,272
Participant contributions: $5,124,504
Total income / additions: $24,110,632
Benefits paid: $19,621,075
Administrative expenses: $989,976
Total expenses: $20,611,051
Net increase / (decrease): $3,499,581

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Blue Cross Blue Shield Of Massachus$990K
CONTRACTOR ADMINISTRATOR · Direct $990K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260427113726NAL0004811427001 cover?: It is the 2023 Form 5500 filing for Erc, Inc. Voluntary Employee Beneficiary Association Plan, reported by Erc, Inc. Voluntary Employee Beneficiary Association Plan (EIN 20-7241699).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).