Kahlig Auto Group Health Benefit Plan — Form 5500 plan (Kahlig Auto Group Health Benefit Trust)

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, Kahlig Auto Group Health Benefit Plan is a benefit plan reported by Kahlig Auto Group Health Benefit Trust under EIN 46-4230139 and plan number 514. The latest loaded filing year is 2023. The filing reports 1,062 participants and $3,497,310 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kahlig Auto Group Health Benefit Trust
EIN
46-4230139
Plan number
514
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
1,062
End-of-year plan assets
$3,497,310

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,062H, C20250911155923NAL0000528464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,497,310
Total liabilities (EOY)
$125,672
Net assets (EOY)
$3,371,638
Net assets (BOY)
$1,768,802

Income & contributions

Employer contributions
$5,783,972
Participant contributions
$5,058,143
Total contributions
$10,842,115
Total income / additions
$10,946,076

Expenses & distributions

Benefits paid
$9,274,925
Administrative expenses
$68,315
Total expenses
$9,343,240
Net increase / (decrease)
$1,602,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lane Gorman Trubitt LLCNONE$35,250not reported in the loaded dataset2023
Clark Hill StrasburgerNONE$5,484not reported in the loaded dataset2023

Related Form 5500 pages