Grace Management -2 Health & Welfare Plan — Form 5500 plan (Grace 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, Grace Management -2 Health & Welfare Plan is a benefit plan reported by Grace Management, Inc. under EIN 26-2537582 and plan number 502. The latest loaded filing year is 2023. The filing reports 170 participants and $234,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grace Management, Inc.
- EIN
- 26-2537582
- Plan number
- 502
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $234,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20240728225203NAL0018963649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,750
- Total liabilities (EOY)
- -$569
- Net assets (EOY)
- $235,319
- Net assets (BOY)
- $241,064
Income & contributions
- Employer contributions
- $1,013,694
- Participant contributions
- $1,397
- Total contributions
- $1,015,091
- Total income / additions
- $1,015,091
Expenses & distributions
- Benefits paid
- $817,629
- Administrative expenses
- $203,207
- Total expenses
- $1,020,836
- Net increase / (decrease)
- -$5,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $129,295 | $35,461 | 2023 |
| Usi Insurance Services Ntl, Inc. | NONE | $24,963 | not reported in the loaded dataset | 2023 |
| Fiduciary Plan Mgmt Services, Inc. | NONE | $20,302 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $17,300 | not reported in the loaded dataset | 2023 |
| United Workers Wellness | NONE | $5,115 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grace 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
- Usi Insurance Services Ntl, Inc. — Schedule C compensation
- Fiduciary Plan Mgmt Services, Inc. — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- United Workers Wellness — Schedule C compensation