Oneta Company Employee Health & Welfare Plan — Form 5500 plan (Oneta 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, Oneta Company Employee Health & Welfare Plan is a benefit plan reported by Oneta Company under EIN 74-1929308 and plan number 503. The latest loaded filing year is 2023. The filing reports 315 participants and $858,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oneta Company
- EIN
- 74-1929308
- Plan number
- 503
- Plan type
- 2
- Location
- Corpus Christi, TX
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $858,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20250918074234NAL0001271376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $858,353
- Total liabilities (EOY)
- $119,419
- Net assets (EOY)
- $738,934
- Net assets (BOY)
- $609,572
Income & contributions
- Employer contributions
- $1,315,117
- Participant contributions
- $397,164
- Total contributions
- $1,712,281
- Total income / additions
- $1,712,281
Expenses & distributions
- Benefits paid
- $1,388,434
- Administrative expenses
- $194,485
- Total expenses
- $1,582,919
- Net increase / (decrease)
- $129,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Business Administrators & Cons. Inc | THIRD PARTY ADMIN. | $107,414 | not reported in the loaded dataset | 2023 |
| Leavitt Group | INSURANCE AGENT | $44,644 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co. | NETWORK PROVIDER | $30,470 | not reported in the loaded dataset | 2023 |
| Collier, Johnson & Woods, P.C. | AUDITOR | $11,251 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oneta Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Corpus Christi, TX
- Business Administrators & Cons. Inc — Schedule C compensation
- Leavitt Group — Schedule C compensation
- Cigna Health And Life Insurance Co. — Schedule C compensation
- Collier, Johnson & Woods, P.C. — Schedule C compensation