The Cogar Group, Ltd Health & Welfare Plan — Form 5500 plan (The Cogar Group, 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, The Cogar Group, Ltd Health & Welfare Plan is a benefit plan reported by The Cogar Group, Ltd under EIN 20-2563646 and plan number 501. The latest loaded filing year is 2023. The filing reports 156 participants and $297,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cogar Group, Ltd
- EIN
- 20-2563646
- Plan number
- 501
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $297,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015133934NAL0016510339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $297,963
- Total liabilities (EOY)
- $73,601
- Net assets (EOY)
- $224,362
- Net assets (BOY)
- $170,676
Income & contributions
- Employer contributions
- $1,353,678
- Participant contributions
- $45,015
- Total contributions
- $1,398,693
- Total income / additions
- $1,398,693
Expenses & distributions
- Benefits paid
- $1,115,516
- Administrative expenses
- $229,491
- Total expenses
- $1,345,007
- Net increase / (decrease)
- $53,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $174,409 | $11,040 | 2023 |
| Armfield Harrison & Thomas LLC | NONE | $26,746 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Com | NONE | $26,486 | not reported in the loaded dataset | 2023 |
| Fiduciary Plan Mgmt Services, Inc. | NONE | $25,984 | not reported in the loaded dataset | 2023 |
| United Workers Wellness | NONE | $5,214 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cogar Group, Ltd
- 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
- Armfield Harrison & Thomas LLC — Schedule C compensation
- Cigna Health And Life Insurance Com — Schedule C compensation
- Fiduciary Plan Mgmt Services, Inc. — Schedule C compensation
- United Workers Wellness — Schedule C compensation