Yeo & Yeo P.C. Welfare Benefit 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 P.C. Welfare Benefit Plan is a benefit plan reported by Yeo & Yeo, P.C. under EIN 38-2706146 and plan number 503. 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.
Key reported metrics
- Plan sponsor
- Yeo & Yeo, P.C.
- EIN
- 38-2706146
- Plan number
- 503
- Plan type
- 2
- Location
- Saginaw, MI
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | C | 20240717093008NAL0003815601003 |
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 |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Mi | TPA | $164,495 | $0 | 2023 |
| Robert J Dotson Jr | INSURANCE AGENT | $45,026 | not reported in the loaded dataset | 2023 |
| Saginaw Bay Underwriters | INSURANCE BROKER | $12,916 | not reported in the loaded dataset | 2023 |