Challenge Unlimited, Inc. Health & Welfare Plan — Form 5500 plan (Challenge Unlimited, 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, Challenge Unlimited, Inc. Health & Welfare Plan is a benefit plan reported by Challenge Unlimited, Inc. under EIN 37-0805566 and plan number 503. The latest loaded filing year is 2023. The filing reports 616 participants and $2,366,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Challenge Unlimited, Inc.
- EIN
- 37-0805566
- Plan number
- 503
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 616
- End-of-year plan assets
- $2,366,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 616 | H, C | 20241007161530NAL0015488257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,366,253
- Total liabilities (EOY)
- $731,469
- Net assets (EOY)
- $1,634,784
- Net assets (BOY)
- $2,110,232
Income & contributions
- Employer contributions
- $3,660,847
- Participant contributions
- $602,151
- Total contributions
- $4,262,998
- Total income / additions
- $4,393,093
Expenses & distributions
- Benefits paid
- $4,463,743
- Administrative expenses
- $404,798
- Total expenses
- $4,868,541
- Net increase / (decrease)
- -$475,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $209,448 | $103,150 | 2023 |
| Fce Benefit Administrators, Inc. | NONE | $63,581 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance | NONE | $61,237 | not reported in the loaded dataset | 2023 |
| Fiduciary Plan Management Services | NONE | $40,205 | not reported in the loaded dataset | 2023 |
| Global Care, Inc. | NONE | $34,973 | not reported in the loaded dataset | 2023 |
| Southern Scripts | NONE | $33,417 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $23,600 | not reported in the loaded dataset | 2023 |
| Healthlink, Inc. | NONE | $18,285 | $0 | 2023 |
| Broadreach Medical Resources, Inc. | NONE | $10,114 | not reported in the loaded dataset | 2023 |
| United Workers Wellness | NONE | $5,962 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Challenge Unlimited, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Fce Benefit Administrators, Inc. — Schedule C compensation
- Cigna Health And Life Insurance — Schedule C compensation
- Fiduciary Plan Management Services — Schedule C compensation
- Global Care, Inc. — Schedule C compensation
- Southern Scripts — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Healthlink, Inc. — Schedule C compensation
- Broadreach Medical Resources, Inc. — Schedule C compensation
- United Workers Wellness — Schedule C compensation