Stephens Flexible Benefits Plan — Form 5500 plan (Stephens Shared Services LLC)
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, Stephens Flexible Benefits Plan is a benefit plan reported by Stephens Shared Services LLC under EIN 27-2059091 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,225 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants1.2KCovered participants reported1,225
Assets / participantNot reported
Provider compensation$642.8K1 Schedule C provider row(s)$642,825
- Plan sponsor
- Stephens Shared Services LLC
- EIN
- 27-2059091
- Plan number
- 501
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,225 | C | 20241014083722NAL0051574034002 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $632,965 | $9,860 | 2023 |