Scott Insurance Flexible Benefits Plan — Form 5500 plan (James A. Scott & Son, 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, Scott Insurance Flexible Benefits Plan is a benefit plan reported by James A. Scott & Son, Inc. under EIN 54-0372970 and plan number 501. The latest loaded filing year is 2023. The filing reports 361 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James A. Scott & Son, Inc.
EIN
54-0372970
Plan number
501
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
361
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361C20240726104948NAL0032709954001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Allegiance Benefit Plan Management,CONTRACT ADMINISTRATOR$99,782$8802023
Allegiance Care Management, Inc.CONTRACT ADMINISTRATOR$11,060not reported in the loaded dataset2023
Allegiance Cobra Services, Inc.CONTRACT ADMINISTRATOR$2,405not reported in the loaded dataset2023

Related Form 5500 pages