Collegiate Association Resource Of The Southwest, Inc. Health Plan — Form 5500 plan (Collegiate Association Resource Of The Southwest, 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, Collegiate Association Resource Of The Southwest, Inc. Health Plan is a benefit plan reported by Collegiate Association Resource Of The Southwest, Inc. under EIN 68-0589116 and plan number 501. The latest loaded filing year is 2023. The filing reports 663 participants and $4,307,361 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collegiate Association Resource Of The Southwest, Inc.
- EIN
- 68-0589116
- Plan number
- 501
- Plan type
- 3
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $4,307,361
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20250613115212NAL0015656163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,307,361
- Total liabilities (EOY)
- $993,541
- Net assets (EOY)
- $3,313,820
- Net assets (BOY)
- $4,087,489
Income & contributions
- Employer contributions
- $8,330,010
- Total contributions
- $8,330,010
- Total income / additions
- $8,419,834
Expenses & distributions
- Benefits paid
- $8,385,376
- Administrative expenses
- $808,127
- Total expenses
- $9,193,503
- Net increase / (decrease)
- -$773,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Texas | CLAIMS PROCESSOR | $376,574 | not reported in the loaded dataset | 2023 |
| Holmes Murphy & Associates | NONE | $123,750 | not reported in the loaded dataset | 2023 |
| Scott Kiedaisch | EMPLOEE OF PLAN | $107,000 | not reported in the loaded dataset | 2023 |
| Benefits Technology Resources | NONE | $55,353 | not reported in the loaded dataset | 2023 |
| Lane Gorman Trubitt LLC | NONE | $24,990 | not reported in the loaded dataset | 2023 |
| Polsinelli Pc | NONE | $23,033 | not reported in the loaded dataset | 2023 |
| Mobile Health Consumer, Inc. | NONE | $17,116 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Collegiate Association Resource Of The Southwest, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Blue Cross Blue Shield Of Texas — Schedule C compensation
- Holmes Murphy & Associates — Schedule C compensation
- Scott Kiedaisch — Schedule C compensation
- Benefits Technology Resources — Schedule C compensation
- Lane Gorman Trubitt LLC — Schedule C compensation
- Polsinelli Pc — Schedule C compensation
- Mobile Health Consumer, Inc. — Schedule C compensation