Health Benefits Plan For Employees Of Watkins Benefits, LLC — Form 5500 plan (Watkins Benefits, LLC)

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, Health Benefits Plan For Employees Of Watkins Benefits, LLC is a benefit plan reported by Watkins Benefits, LLC under EIN 46-1613389 and plan number 501. The latest loaded filing year is 2023. The filing reports 247 participants and $1,195,207 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Watkins Benefits, LLC
EIN
46-1613389
Plan number
501
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
247
End-of-year plan assets
$1,195,207

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241014142506NAL0015097587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,195,207
Total liabilities (EOY)
$285,793
Net assets (EOY)
$909,414
Net assets (BOY)
$261,062

Income & contributions

Employer contributions
$2,171,648
Participant contributions
$227,347
Total contributions
$2,398,995
Total income / additions
$3,360,640

Expenses & distributions

Benefits paid
$2,625,163
Administrative expenses
$87,125
Total expenses
$2,712,288
Net increase / (decrease)
$648,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Allegiance Benefit Plan ManagementNONE$59,994$5902023
Wipfli LlpNONE$19,500not reported in the loaded dataset2023
Allegiance Care Management, Inc.NONE$7,631not reported in the loaded dataset2023

Related Form 5500 pages