Sodexo Management, Inc. Health And Welfare Plan — Form 5500 plan (Sodexo Management, 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, Sodexo Management, Inc. Health And Welfare Plan is a benefit plan reported by Sodexo Management, Inc. under EIN 16-0812661 and plan number 560. The latest loaded filing year is 2023. The filing reports 1,216 participants and $8,480,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sodexo Management, Inc.
- EIN
- 16-0812661
- Plan number
- 560
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 1,216
- End-of-year plan assets
- $8,480,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,216 | H, C | 20241011105018NAL0022609697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,480,215
- Total liabilities (EOY)
- $753,043
- Net assets (EOY)
- $7,727,172
- Net assets (BOY)
- $6,125,795
Income & contributions
- Employer contributions
- $9,037,458
- Participant contributions
- $7,880
- Total contributions
- $9,045,338
- Total income / additions
- $9,542,777
Expenses & distributions
- Benefits paid
- $7,094,214
- Administrative expenses
- $847,186
- Total expenses
- $7,941,400
- Net increase / (decrease)
- $1,601,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $515,755 | $106,949 | 2023 |
| Cigna Health And Life Insurance Com | NONE | $176,497 | not reported in the loaded dataset | 2023 |
| Mdg Benefit Solutions | NONE | $96,870 | not reported in the loaded dataset | 2023 |
| Fiduciary Plan Management Services | NONE | $90,375 | not reported in the loaded dataset | 2023 |
| Fce Benefit Administrators, Inc. | NONE | $60,557 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $33,100 | not reported in the loaded dataset | 2023 |
| Global Care Inc. | NONE | $27,841 | not reported in the loaded dataset | 2023 |
| United Workers Wellness | NONE | $18,098 | not reported in the loaded dataset | 2023 |
| Fce Financial Services, Inc. | NONE | $10,979 | not reported in the loaded dataset | 2023 |
| First Health Network | NONE | $8,928 | not reported in the loaded dataset | 2023 |
| Ppousa, Inc. | NONE | $8,903 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sodexo Management, 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
- Cigna Health And Life Insurance Com — Schedule C compensation
- Mdg Benefit Solutions — Schedule C compensation
- Fiduciary Plan Management Services — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Global Care Inc. — Schedule C compensation
- United Workers Wellness — Schedule C compensation
- Fce Financial Services, Inc. — Schedule C compensation
- First Health Network — Schedule C compensation
- Ppousa, Inc. — Schedule C compensation