Plan5500

Tasks Unlimited — Form 5500 plan (Tasks Unlimited Health & Welfare Benefit Plan)

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, Tasks Unlimited is a benefit plan reported by Tasks Unlimited Health & Welfare Benefit Plan under EIN 41-1518696 and plan number 501. The latest loaded filing year is 2023. The filing reports 30 participants and $26,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tasks Unlimited Health & Welfare Benefit Plan
EIN
41-1518696
Plan number
501
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
30
End-of-year plan assets
$26,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202330H, C20241115172023NAL0000697811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,168
Total liabilities (EOY)
$0
Net assets (EOY)
$26,168
Net assets (BOY)
$32,521

Income & contributions

Employer contributions
$108,942
Total contributions
$108,942
Total income / additions
$108,942

Expenses & distributions

Benefits paid
$88,279
Administrative expenses
$27,016
Total expenses
$115,295
Net increase / (decrease)
-$6,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Staff Benefits Management, Inc.TPA$6,447not reported in the loaded dataset2023

Related Form 5500 pages