Sims-Lohman, Inc. Employee Benefit Plan — Form 5500 plan (Sims-Lohman, 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, Sims-Lohman, Inc. Employee Benefit Plan is a benefit plan reported by Sims-Lohman, Inc. under EIN 31-0856545 and plan number 501. The latest loaded filing year is 2023. The filing reports 571 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sims-Lohman, Inc.
- EIN
- 31-0856545
- Plan number
- 501
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | C | 20240628114903NAL0000352627001 |
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 | CLAIMS PROCESSOR | $133,730 | $711 | 2023 |
| Corporate Plans, Inc. | BROKER | $8,244 | not reported in the loaded dataset | 2023 |