Vertical Arts, Inc. Self Funded Medical Reimbursement Plan — Form 5500 plan (Vertical Arts, 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, Vertical Arts, Inc. Self Funded Medical Reimbursement Plan is a benefit plan reported by Vertical Arts, Inc. under EIN 20-2149573 and plan number 502. The latest loaded filing year is 2023. The filing reports 13 participants and $1,031 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$389Plan net assets, end of year
Participants13Covered participants reported
Assets / participant$79Computed: assets ÷ participants$79 (computed)
Provider compensationNone reported
Plan sponsor
Vertical Arts, Inc.
EIN
20-2149573
Plan number
502
Plan type
2
Location
Steamboat Springs, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I20241118144506NAL0001043123001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1K total assets
Net assets$389Liabilities$642
Money in vs. money out
Total income / additions$81.1K
Total expenses$81.1K
Benefits paid / distributions$59K
Contributions
Employer$42.7K
Participant$38.3K
Full reported line items

Net assets

Total assets (EOY)
$1,031
Total liabilities (EOY)
$642
Net assets (EOY)
$389
Net assets (BOY)
$375

Income & contributions

Employer contributions
$42,727
Participant contributions
$38,263
Total income / additions
$81,122

Expenses & distributions

Benefits paid
$59,049
Administrative expenses
$22,059
Total expenses
$81,108
Net increase / (decrease)
$14
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 53%Participant 47%
Total expenses ÷ net assets20850%Computed ratio
Benefits paid ÷ total income73%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages