Plan5500

R. Lacy Services, Ltd. Employee Benefit Plan — Form 5500 plan (R. Lacy Services, Ltd.)

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, R. Lacy Services, Ltd. Employee Benefit Plan is a benefit plan reported by R. Lacy Services, Ltd. under EIN 20-2002323 and plan number 501. The latest loaded filing year is 2023. The filing reports 83 participants and $252,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R. Lacy Services, Ltd.
EIN
20-2002323
Plan number
501
Plan type
2
Location
Longview, TX
Latest filing year
2023
Participants
83
End-of-year plan assets
$252,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383I, C20241015170203NAL0030427361004

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$252,652
Net assets (EOY)
$252,652
Net assets (BOY)
$253,963

Income & contributions

Employer contributions
$3,700,000
Total income / additions
$4,519,715

Expenses & distributions

Benefits paid
$4,428,676
Total expenses
$4,521,026
Net increase / (decrease)
-$1,311

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boon-ChapmanMEDICAL ADMIN CHARGES$52,548not reported in the loaded dataset2023
Aetna SignatureNETWORK ACCESS$19,794not reported in the loaded dataset2023
Hub International Texas, Inc.PLAN ADMINISTRATOR$15,390not reported in the loaded dataset2023

Related Form 5500 pages