Dungarvin Group, Inc. Welfare Benefits Plan — Form 5500 plan (Dungarvin Group, 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, Dungarvin Group, Inc. Welfare Benefits Plan is a benefit plan reported by Dungarvin Group, Inc. under EIN 41-2022672 and plan number 512. The latest loaded filing year is 2023. The filing reports 2,079 participants and $141,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dungarvin Group, Inc.
- EIN
- 41-2022672
- Plan number
- 512
- Plan type
- 2
- Location
- Mendota Heights, MN
- Latest filing year
- 2023
- Participants
- 2,079
- End-of-year plan assets
- $141,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,079 | H, C | 20250513134049NAL0013413635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $141,381
- Total liabilities (EOY)
- $848,400
- Net assets (EOY)
- -$707,019
- Net assets (BOY)
- -$608,902
Income & contributions
- Employer contributions
- $8,724,318
- Participant contributions
- $3,370,416
- Total contributions
- $12,094,734
- Total income / additions
- $12,094,734
Expenses & distributions
- Benefits paid
- $11,507,923
- Administrative expenses
- $684,928
- Total expenses
- $12,192,851
- Net increase / (decrease)
- -$98,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $812,154 | $618 | 2023 |
| William A Graham Company | BROKER | $251,340 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency LLC | BROKER | $235,650 | not reported in the loaded dataset | 2023 |
| Stratacor | BENEFIT ADMINISTRATOR | $73,202 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dungarvin Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Mendota Heights, MN
- Umr, Inc. — Schedule C compensation
- William A Graham Company — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Stratacor — Schedule C compensation