Jaffe, Raitt, Heuer & Weiss, Pc Medical Plan — Form 5500 plan (Taft Stettinius & Hollister Llp)

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, Jaffe, Raitt, Heuer & Weiss, Pc Medical Plan is a benefit plan reported by Taft Stettinius & Hollister Llp under EIN 31-0541755 and plan number 516. The latest loaded filing year is 2023. The filing reports 132 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants132Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$78.2K1 Schedule C provider row(s)$78,215
Plan sponsor
Taft Stettinius & Hollister Llp
EIN
31-0541755
Plan number
516
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20241014164947NAL0026757793001
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.

Money in vs. money out
Total income / additions$3.1M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$713.1K
Participant$2.2M
Full reported line items

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$860,004

Income & contributions

Employer contributions
$713,112
Participant contributions
$2,223,096
Total contributions
$2,936,208
Total income / additions
$3,147,932

Expenses & distributions

Benefits paid
$3,910,780
Administrative expenses
$97,156
Total expenses
$4,007,936
Net increase / (decrease)
-$860,004
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 24%Participant 76%
Benefits paid ÷ total income124%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Asr Health BenefitsTHIRD PARTY ADMINISTRATIO$78,215not reported in the loaded dataset2023

Related Form 5500 pages