Alliance, Inc. Health & Welfare Plan — Form 5500 plan (Alliance, 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, Alliance, Inc. Health & Welfare Plan is a benefit plan reported by Alliance, Inc. under EIN 52-1277262 and plan number 501. The latest loaded filing year is 2023. The filing reports 107 participants and $84,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance, Inc.
EIN
52-1277262
Plan number
501
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
Participants
107
End-of-year plan assets
$84,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023107H, C20241007134634NAL0008931251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,545
Total liabilities (EOY)
$62,816
Net assets (EOY)
$21,729
Net assets (BOY)
$103,782

Income & contributions

Employer contributions
$754,187
Participant contributions
$10,433
Total contributions
$764,620
Total income / additions
$764,620

Expenses & distributions

Benefits paid
$660,073
Administrative expenses
$186,600
Total expenses
$846,673
Net increase / (decrease)
-$82,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fce Benefit Administrators, Inc.NONE$108,041$12,4542023
Allegeant, LLCNONE$26,349not reported in the loaded dataset2023
Ineich & Company, LlpNONE$20,000not reported in the loaded dataset2023
Cigna Health And Life InsuranceNONE$15,201not reported in the loaded dataset2023
Fiduciary Plan Management ServicesNONE$11,040not reported in the loaded dataset2023
Fce Financial Services, Inc.NONE$7,845not reported in the loaded dataset2023

Related Form 5500 pages