Millbrook Support Services, Inc. Health And Welfare Plan — Form 5500 plan (Millbrook Support Services, 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, Millbrook Support Services, Inc. Health And Welfare Plan is a benefit plan reported by Millbrook Support Services, Inc. under EIN 56-2340980 and plan number 501. The latest loaded filing year is 2023. The filing reports 270 participants and $574,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Millbrook Support Services, Inc.
- EIN
- 56-2340980
- Plan number
- 501
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $574,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20240905083520NAL0021317585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $574,495
- Total liabilities (EOY)
- $346,506
- Net assets (EOY)
- $227,989
- Net assets (BOY)
- $83,418
Income & contributions
- Employer contributions
- $1,684,296
- Participant contributions
- $274,758
- Total contributions
- $1,959,054
- Total income / additions
- $1,959,054
Expenses & distributions
- Benefits paid
- $1,576,270
- Administrative expenses
- $238,213
- Total expenses
- $1,814,483
- Net increase / (decrease)
- $144,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administratior, Inc | NONE | $194,786 | $8,600 | 2023 |
| Cigna Health And Life Insurance Co | NONE | $37,374 | not reported in the loaded dataset | 2023 |
| Trust Management Services | NONE | $26,631 | not reported in the loaded dataset | 2023 |
| Global Care | NONE | $10,384 | not reported in the loaded dataset | 2023 |
| United Worker Wellness | NONE | $5,451 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Millbrook Support Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Fce Benefit Administratior, Inc — Schedule C compensation
- Cigna Health And Life Insurance Co — Schedule C compensation
- Trust Management Services — Schedule C compensation
- Global Care — Schedule C compensation
- United Worker Wellness — Schedule C compensation