Anderson Companies Associate Health Benefits Plan — Form 5500 plan (Anderson Management 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, Anderson Companies Associate Health Benefits Plan is a benefit plan reported by Anderson Management Services, Inc under EIN 62-1849640 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,554 participants and $2,173,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson Management Services, Inc
- EIN
- 62-1849640
- Plan number
- 502
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 1,554
- End-of-year plan assets
- $2,173,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,554 | H, C | 20250415135303NAL0005877216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,173,171
- Total liabilities (EOY)
- $1,723,769
- Net assets (EOY)
- $449,402
- Net assets (BOY)
- $900,868
Income & contributions
- Employer contributions
- $5,832,373
- Participant contributions
- $5,282,329
- Total contributions
- $11,114,702
- Total income / additions
- $11,217,323
Expenses & distributions
- Benefits paid
- $11,120,677
- Administrative expenses
- $548,112
- Total expenses
- $11,668,789
- Net increase / (decrease)
- -$451,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Texas | NONE | $438,595 | not reported in the loaded dataset | 2023 |
| First Stop Health | NONE | $75,015 | not reported in the loaded dataset | 2023 |
| Truist Financial Corporation | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Wex Inc. | NONE | $9,852 | not reported in the loaded dataset | 2023 |
| Hsa Bank | NONE | $9,348 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anderson Management Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Blue Cross Blue Shield Of Texas — Schedule C compensation
- First Stop Health — Schedule C compensation
- Truist Financial Corporation — Schedule C compensation
- Wex Inc. — Schedule C compensation
- Hsa Bank — Schedule C compensation