Leith Group Health Trust — Form 5500 plan (Leith, 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, Leith Group Health Trust is a benefit plan reported by Leith, Inc. under EIN 56-0929494 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,619 participants and $2,947,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leith, Inc.
EIN
56-0929494
Plan number
501
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
1,619
End-of-year plan assets
$2,947,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,619H, C20241015172553NAL0030486577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,947,809
Total liabilities (EOY)
$1,016,568
Net assets (EOY)
$1,931,241
Net assets (BOY)
$1,836,387

Income & contributions

Employer contributions
$7,178,980
Participant contributions
$4,097,786
Total contributions
$11,276,766
Total income / additions
$11,315,323

Expenses & distributions

Benefits paid
$10,153,065
Administrative expenses
$1,067,404
Total expenses
$11,220,469
Net increase / (decrease)
$94,854

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ClaimdocNONE$494,516not reported in the loaded dataset2023
MaestroNONE$470,130not reported in the loaded dataset2023
Deloitte & Touche LlpNONE$60,644not reported in the loaded dataset2023
ProactNONE$32,379not reported in the loaded dataset2023
Mcmc LLCNONE$7,608not reported in the loaded dataset2023

Related Form 5500 pages