Restaurant Industry Health & Welfare Trust Fund — Form 5500 plan (Peg Lion, 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, Restaurant Industry Health & Welfare Trust Fund is a benefit plan reported by Peg Lion, LLC under EIN 33-0826840 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,281 participants and $1,350,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peg Lion, LLC
- EIN
- 33-0826840
- Plan number
- 501
- Plan type
- 3
- Location
- Oceanside, CA
- Latest filing year
- 2023
- Participants
- 1,281
- End-of-year plan assets
- $1,350,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,281 | H, C | 20241112183004NAL0016368977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,350,901
- Total liabilities (EOY)
- $662,229
- Net assets (EOY)
- $688,672
- Net assets (BOY)
- $688,488
Income & contributions
- Employer contributions
- $8,855,964
- Participant contributions
- $3,487
- Total contributions
- $8,859,451
- Total income / additions
- $8,877,410
Expenses & distributions
- Benefits paid
- $8,097,877
- Administrative expenses
- $779,349
- Total expenses
- $8,877,226
- Net increase / (decrease)
- $184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mvi Administrators Insurance Inc. | NONE | $336,660 | not reported in the loaded dataset | 2023 |
| Venrbook Insurance Services | NONE | $145,735 | not reported in the loaded dataset | 2023 |
| Venrbook Insurance Services | NONE | $79,355 | not reported in the loaded dataset | 2023 |
| Insurance Office Of America, Inc. | NONE | $72,265 | not reported in the loaded dataset | 2023 |
| Newfront Insurance Services, LLC | NONE | $44,033 | not reported in the loaded dataset | 2023 |
| Hub International Insurance Service | NONE | $21,603 | not reported in the loaded dataset | 2023 |
| Sunset Pacific Insurance Service | NONE | $19,414 | not reported in the loaded dataset | 2023 |
| Acrisure LLC Dba Beal Insurance | NONE | $18,029 | not reported in the loaded dataset | 2023 |
| Rbtk, Llp | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Laquer, Urban, Clifford & Hodge Llp | NONE | $9,523 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peg Lion, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oceanside, CA
- Mvi Administrators Insurance Inc. — Schedule C compensation
- Venrbook Insurance Services — Schedule C compensation
- Insurance Office Of America, Inc. — Schedule C compensation
- Newfront Insurance Services, LLC — Schedule C compensation
- Hub International Insurance Service — Schedule C compensation
- Sunset Pacific Insurance Service — Schedule C compensation
- Acrisure LLC Dba Beal Insurance — Schedule C compensation
- Rbtk, Llp — Schedule C compensation
- Laquer, Urban, Clifford & Hodge Llp — Schedule C compensation