Plan5500

Erc, Inc. Voluntary Employee Beneficiary Association Plan — Form 5500 plan (Erc, Inc. Voluntary Employee Beneficiary Association Plan)

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, Erc, Inc. Voluntary Employee Beneficiary Association Plan is a benefit plan reported by Erc, Inc. Voluntary Employee Beneficiary Association Plan under EIN 20-7241699 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,106 participants and $3,531,819 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,531,819
Participants1.1KCovered participants reported1,106
Assets / participant$3.2KComputed: assets ÷ participants$3,193 (computed)
Provider compensation$990K1 Schedule C provider row(s)$989,976
Plan sponsor
Erc, Inc. Voluntary Employee Beneficiary Association Plan
EIN
20-7241699
Plan number
501
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,106 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$24.1M
Total expenses$20.6M
Benefits paid / distributions$19.6M
Contributions
Employer$18M
Participant$5.1M
Full reported line items

Net assets

Total assets (EOY)
$3,531,819
Total liabilities (EOY)
$0
Net assets (EOY)
$3,531,819
Net assets (BOY)
$32,238

Income & contributions

Employer contributions
$17,969,272
Participant contributions
$5,124,504
Total contributions
$24,110,632
Total income / additions
$24,110,632

Expenses & distributions

Benefits paid
$19,621,075
Administrative expenses
$989,976
Total expenses
$20,611,051
Net increase / (decrease)
$3,499,581
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 78%Participant 22%
Total expenses ÷ net assets584%Computed ratio
Benefits paid ÷ total income81%Computed ratio
Provider comp. ÷ net assets28%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Blue Cross Blue Shield Of Massachus$990K
    CONTRACTOR ADMINISTRATOR · Direct $990K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Erc, Inc. Voluntary Employee Beneficiary Association Plan?
Erc, Inc. Voluntary Employee Beneficiary Association Plan is reported as sponsored by Erc, Inc. Voluntary Employee Beneficiary Association Plan (EIN 20-7241699, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Erc, Inc. Voluntary Employee Beneficiary Association Plan?
The latest Form 5500 filing year loaded for Erc, Inc. Voluntary Employee Beneficiary Association Plan is 2023.
How many participants does Erc, Inc. Voluntary Employee Beneficiary Association Plan report?
Erc, Inc. Voluntary Employee Beneficiary Association Plan reports 1,106 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Erc, Inc. Voluntary Employee Beneficiary Association Plan?
Erc, Inc. Voluntary Employee Beneficiary Association Plan reports $3,531,819 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages