Plan5500

Pbbs Equipment Corporation Health Plan — Form 5500 plan (Pbbs Equipment Corporation)

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, Pbbs Equipment Corporation Health Plan is a benefit plan reported by Pbbs Equipment Corporation under EIN 39-0888681 and plan number 501. The latest loaded filing year is 2023. The filing reports 67 participants and $1,102 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1KPlan net assets, end of year$1,102
Participants67Covered participants reported
Assets / participant$16Computed: assets ÷ participants$16 (computed)
Provider compensation$281.4K3 Schedule C provider row(s)$281,378
Plan sponsor
Pbbs Equipment Corporation
EIN
39-0888681
Plan number
501
Plan type
2
Location
Menomonee Falls, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    67 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1K total assets
Net assets$1.1KLiabilities—
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$655K
Participant$229.4K
Full reported line items

Net assets

Total assets (EOY)
$1,102
Net assets (EOY)
$1,102
Net assets (BOY)
$10,843

Income & contributions

Employer contributions
$655,012
Participant contributions
$229,355
Total income / additions
$1,067,511

Expenses & distributions

Benefits paid
$1,071,706
Administrative expenses
$5,546
Total expenses
$1,077,252
Net increase / (decrease)
-$9,741
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 74%Participant 26%
Total expenses ÷ net assets97754%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets25533%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Optum Rx Inc$224K
    PHARMACY BENEFIT MGMT · Direct $223.5K · Indirect $473
  2. 2
    Umr Inc$36.5K
    CLAIMS PROCESSING · Direct $36.5K · Indirect $54
  3. 3
    Cottingham & Butler$20.9K
    BROKER · Direct $20.9K · Indirect $0

Related Form 5500 pages