Duval Holdings, Inc. Welfare Benefit Plan — Form 5500 plan (Duval Holdings, 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, Duval Holdings, Inc. Welfare Benefit Plan is a benefit plan reported by Duval Holdings, Inc. under EIN 38-3865632 and plan number 501. The latest loaded filing year is 2023. The filing reports 235 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
- Duval Holdings, Inc.
- EIN
- 38-3865632
- Plan number
- 501
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | C | 20241017072235NAL0031610033001 |
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 |
|---|---|---|---|---|
| United Healthcare Services, Inc. | CLAIMS PROCESSOR | $253,904 | not reported in the loaded dataset | 2023 |
| Baldwin Krystyn Sherman Partners | BROKER | $123,550 | not reported in the loaded dataset | 2023 |
| Sun Life Assurance Company Of Canad | DENTAL ADMIN | $25,975 | not reported in the loaded dataset | 2023 |
| The Baldwin Group Southeast LLC | BROKER DENTAL | $7,640 | not reported in the loaded dataset | 2023 |
| Watertower Technologies Inc | BROKER DENTAL | $390 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Duval Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- United Healthcare Services, Inc. — Schedule C compensation
- Baldwin Krystyn Sherman Partners — Schedule C compensation
- Sun Life Assurance Company Of Canad — Schedule C compensation
- The Baldwin Group Southeast LLC — Schedule C compensation
- Watertower Technologies Inc — Schedule C compensation