Yeo & Yeo Employee Long Term Disability Plan — Form 5500 plan (Yeo & Yeo, P C)

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, Yeo & Yeo Employee Long Term Disability Plan is a benefit plan reported by Yeo & Yeo, P C under EIN 38-2706146 and plan number 502. The latest loaded filing year is 2023. The filing reports 219 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants219Covered participants reported
Assets / participantNot reported
Provider compensation$13.5K2 Schedule C provider row(s)$13,458
Plan sponsor
Yeo & Yeo, P C
EIN
38-2706146
Plan number
502
Plan type
2
Location
Saginaw, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219C20240717093008NAL0003815601002

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
David Neil SokolINSURANCE AGENT$6,952not reported in the loaded dataset2023
Eric Albert CassabonINSURANCE AGENT$6,506not reported in the loaded dataset2023

Related Form 5500 pages