Great Bay Distributors, Inc. Self-Funded Employee Benefit Plan — Form 5500 plan (Great Bay Distributors, 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, Great Bay Distributors, Inc. Self-Funded Employee Benefit Plan is a benefit plan reported by Great Bay Distributors, Inc. under EIN 59-1196133 and plan number 501. The latest loaded filing year is 2023. The filing reports 336 participants and $369,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Bay Distributors, Inc.
EIN
59-1196133
Plan number
501
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
Participants
336
End-of-year plan assets
$369,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023336H, C20250311151857NAL0017704993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$369,441
Total liabilities (EOY)
$0
Net assets (EOY)
$369,441
Net assets (BOY)
$1,172,640

Income & contributions

Employer contributions
$1,307,470
Participant contributions
$1,459,946
Total contributions
$2,767,416
Total income / additions
$2,767,416

Expenses & distributions

Benefits paid
$3,165,363
Administrative expenses
$405,252
Total expenses
$3,570,615
Net increase / (decrease)
-$803,199

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boon-ChapmanTHIRD PARTY ADMIN$131,787not reported in the loaded dataset2023
Bevcap Management, LLCPROGRAM MANAGEMENT$114,240not reported in the loaded dataset2023
Aetna - PpoINSURANCE PROVIDER$73,326not reported in the loaded dataset2023
Bevcap Health Protected Cell LPROGRAM MANAGEMENT$29,428not reported in the loaded dataset2023
Retro Health, LLCSERVICE PROVIDER$25,375not reported in the loaded dataset2023
Elixir PharmacyBENEFITS MANAGEMENT$11,424not reported in the loaded dataset2023
The Phia Group, LLCDOCUMENT MANAGER$9,860not reported in the loaded dataset2023
98point6SERVICE PROVIDER$9,811not reported in the loaded dataset2023

Related Form 5500 pages