H.J. Russell & Company Group Health And Flexible Benefits Plan — Form 5500 plan (H.J. Russell & Company)
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, H.J. Russell & Company Group Health And Flexible Benefits Plan is a benefit plan reported by H.J. Russell & Company under EIN 58-0829071 and plan number 502. The latest loaded filing year is 2023. The filing reports 246 participants and $2,069,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H.J. Russell & Company
- EIN
- 58-0829071
- Plan number
- 502
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $2,069,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241011134929NAL0037108144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,069,479
- Total liabilities (EOY)
- $71,306
- Net assets (EOY)
- $1,998,173
- Net assets (BOY)
- $1,525,784
Income & contributions
- Employer contributions
- $1,870,128
- Participant contributions
- $596,256
- Total contributions
- $2,466,384
- Total income / additions
- $2,799,489
Expenses & distributions
- Benefits paid
- $2,327,100
- Administrative expenses
- $0
- Total expenses
- $2,327,100
- Net increase / (decrease)
- $472,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allied Benefit Systems LLC | CLAIMS ADMINISTRATOR | $78,576 | not reported in the loaded dataset | 2023 |
| Oakbridge Insurance Agency | BROKER | $55,861 | $26 | 2023 |
| Aetna | VENDOR SERVICES | $27,153 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co | CLAIMS ADMINISTRATOR | $7,996 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Southeast Inc | BROKER | $0 | $58 | 2023 |
| Willis Insurance Services | BROKER | $0 | $4 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H.J. Russell & Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Allied Benefit Systems LLC — Schedule C compensation
- Oakbridge Insurance Agency — Schedule C compensation
- Aetna — Schedule C compensation
- Cigna Health And Life Insurance Co — Schedule C compensation
- Willis Towers Watson Southeast Inc — Schedule C compensation
- Willis Insurance Services — Schedule C compensation