C.C. Clark, Inc. Health And Welfare Benefit Plan — Form 5500 plan (C.C. Clark, 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, C.C. Clark, Inc. Health And Welfare Benefit Plan is a benefit plan reported by C.C. Clark, Inc. under EIN 64-0315032 and plan number 505. The latest loaded filing year is 2023. The filing reports 731 participants and $1,145,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.C. Clark, Inc.
- EIN
- 64-0315032
- Plan number
- 505
- Plan type
- 2
- Location
- Oakland, KY
- Latest filing year
- 2023
- Participants
- 731
- End-of-year plan assets
- $1,145,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 731 | H, C | 20241002094431NAL0008610337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,145,992
- Total liabilities (EOY)
- $118,667
- Net assets (EOY)
- $1,027,325
- Net assets (BOY)
- $11,311
Income & contributions
- Employer contributions
- $5,520,440
- Participant contributions
- $2,592,941
- Total contributions
- $8,127,526
- Total income / additions
- $8,127,887
Expenses & distributions
- Benefits paid
- $6,445,854
- Administrative expenses
- $666,019
- Total expenses
- $7,111,873
- Net increase / (decrease)
- $1,016,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $482,011 | $0 | 2023 |
| Maxorplus, Ltd | NONE | $64,668 | not reported in the loaded dataset | 2023 |
| Hri Dba Humana Wellness | NONE | $50,181 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services, LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Forvis, Llp. | NONE | $20,635 | not reported in the loaded dataset | 2023 |
| Mcgregor & Associates | NONE | $11,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C.C. Clark, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Oakland, KY
- Umr, Inc. — Schedule C compensation
- Maxorplus, Ltd — Schedule C compensation
- Hri Dba Humana Wellness — Schedule C compensation
- Usi Insurance Services, LLC — Schedule C compensation
- Forvis, Llp. — Schedule C compensation
- Mcgregor & Associates — Schedule C compensation