Plan5500

Vintage Associates — Form 5500 plan (Vintage Associates)

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, Vintage Associates is a benefit plan reported by Vintage Associates under EIN 33-0499024 and plan number 501. The latest loaded filing year is 2023. The filing reports 124 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
Vintage Associates
EIN
33-0499024
Plan number
501
Plan type
2
Location
La Quinta, CA
Latest filing year
2023
Participants
124
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124C20241210110600NAL0015579568001

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Underwriting ServicesSTOP LOSS CARRIER$155,098not reported in the loaded dataset2023
Smith Boman & AssociatesBROKER$35,466not reported in the loaded dataset2023
Transwestern Insurance Admin.CONTRACT ADMINISTRATOR$34,828not reported in the loaded dataset2023
Bolton Insurance Services, LLCBROKER$13,054not reported in the loaded dataset2023
Ekizian & Associates, IncBROKER$6,777not reported in the loaded dataset2023
Taylor NovisBROKER$6,777not reported in the loaded dataset2023
HealthsmartPROVIDER CONTRACT$2,695not reported in the loaded dataset2023
Hines & AssociatesPROVIDER CONTRACT$2,445not reported in the loaded dataset2023
Multiplan, IncPROVIDER CONTRACT$1,446not reported in the loaded dataset2023

Related Form 5500 pages