Management Consulting Inc. Health And Welfare Plan- Two — Form 5500 plan (Management Consulting, 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, Management Consulting Inc. Health And Welfare Plan- Two is a benefit plan reported by Management Consulting, Inc. under EIN 54-1244651 and plan number 503. The latest loaded filing year is 2023. The filing reports 520 participants and $328,047 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$129.6KPlan net assets, end of year$129,622
Participants520Covered participants reported
Assets / participant$631Computed: assets ÷ participants$631 (computed)
Provider compensation$537.2K2 Schedule C provider row(s)$537,178
Plan sponsor
Management Consulting, Inc.
EIN
54-1244651
Plan number
503
Plan type
2
Location
Virginia Beach, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20240927123023NAL0003665856001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$328K total assets
Net assets$129.6KLiabilities$198.4K
Money in vs. money out
Total income / additions$3.8M
Total expenses$3.9M
Benefits paid / distributions$3.6M
Contributions
Employer$3.4M
Participant$378.5K
Full reported line items

Net assets

Total assets (EOY)
$328,047
Total liabilities (EOY)
$198,425
Net assets (EOY)
$129,622
Net assets (BOY)
$302,331

Income & contributions

Employer contributions
$3,380,788
Participant contributions
$378,462
Total contributions
$3,759,250
Total income / additions
$3,759,250

Expenses & distributions

Benefits paid
$3,642,050
Administrative expenses
$289,909
Total expenses
$3,931,959
Net increase / (decrease)
-$172,709
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 90%Participant 10%
Total expenses ÷ net assets3033%Computed ratio
Benefits paid ÷ total income97%Computed ratio
Provider comp. ÷ net assets414%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Health Plans Of VirginiaCONTRACT ADMINISTRATOR$187,359$317,3372023
Usi Ins Services LLCBROKERnot reported in the loaded dataset$32,4822023

Related Form 5500 pages