Cw Resources, Inc. Health & Welfare Plan — Form 5500 plan (Cw Resources, Inc.)
Plain-English plan 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, Cw Resources, Inc. Health & Welfare Plan is a benefit plan reported by Cw Resources, Inc. under EIN 06-0806499 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,200 participants and $3,206,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cw Resources, Inc.
- EIN
- 06-0806499
- Plan number
- 502
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 1,200
- End-of-year plan assets
- $3,206,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,200 | H, C | 20240911082538NAL0008208673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,206,615
- Total liabilities (EOY)
- $439,515
- Net assets (EOY)
- $2,767,100
- Net assets (BOY)
- $2,625,977
Income & contributions
- Employer contributions
- $7,778,575
- Participant contributions
- $75,960
- Total contributions
- $7,854,535
- Total income / additions
- $7,901,625
Expenses & distributions
- Benefits paid
- $5,992,573
- Administrative expenses
- $1,767,929
- Total expenses
- $7,760,502
- Net increase / (decrease)
- $141,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | PLAN SERVICE PROVIDER | $1,266,791 | $357,866 | 2023 |
| Schuster Driscoll | ADMINISTRATOR | $311,595 | not reported in the loaded dataset | 2023 |
| Cigna | PLAN SERVICE PROVIDER | $141,283 | not reported in the loaded dataset | 2023 |
| Trust Management Services | PLAN SERVICE PROVIDER | $78,104 | not reported in the loaded dataset | 2023 |
| Fce Financial Services, Inc. | PLAN SERVICE PROVIDER | $62,706 | not reported in the loaded dataset | 2023 |
| United Worker Wellness | NONE | $34,704 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $31,832 | not reported in the loaded dataset | 2023 |
| First Health Inc. | PLAN SERVICE PROVIDER | $31,582 | not reported in the loaded dataset | 2023 |
| Global Care | PLAN SERVICE PROVIDER | $25,193 | not reported in the loaded dataset | 2023 |
| Ppousa, Inc | PLAN SERVICE PROVIDER | $11,770 | not reported in the loaded dataset | 2023 |
| Alegeus Technologies, LLC | PLAN SERVICES | $11,408 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cw Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Fce Benefit Administrators, Inc. — Schedule C compensation
- Schuster Driscoll — Schedule C compensation
- Cigna — Schedule C compensation
- Trust Management Services — Schedule C compensation
- Fce Financial Services, Inc. — Schedule C compensation
- United Worker Wellness — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- First Health Inc. — Schedule C compensation
- Global Care — Schedule C compensation
- Ppousa, Inc — Schedule C compensation
- Alegeus Technologies, LLC — Schedule C compensation