Relief Enterprises, Inc. Health & Welfare Plan — Form 5500 plan (Relief Enterprises, 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, Relief Enterprises, Inc. Health & Welfare Plan is a benefit plan reported by Relief Enterprises, Inc. under EIN 74-2801951 and plan number 501. The latest loaded filing year is 2023. The filing reports 192 participants and $933,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Relief Enterprises, Inc.
- EIN
- 74-2801951
- Plan number
- 501
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $933,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20251218104410NAL0011631074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $933,099
- Total liabilities (EOY)
- $10,299
- Net assets (EOY)
- $922,800
- Net assets (BOY)
- $978,363
Income & contributions
- Employer contributions
- $1,395,502
- Participant contributions
- $103
- Total contributions
- $1,419,797
- Total income / additions
- $1,424,584
Expenses & distributions
- Benefits paid
- $1,175,115
- Administrative expenses
- $305,032
- Total expenses
- $1,480,147
- Net increase / (decrease)
- -$55,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators | PLAN SERVICE PROVIDER | $234,137 | $23,872 | 2023 |
| Cigna Health And Life Insurance Co | PLAN SERVICE PROVIDER | $37,480 | not reported in the loaded dataset | 2023 |
| Trust Management Services | PLAN SERVICE PROVIDER | $28,910 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $24,411 | not reported in the loaded dataset | 2023 |
| Fce Financial Services, Inc | PLAN SERVICE PROVIDER | $11,889 | not reported in the loaded dataset | 2023 |
| Global Care Inc. | PLAN SERVICE PROVIDER | $10,209 | not reported in the loaded dataset | 2023 |
| United Worker Wellness | NONE | $5,683 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Relief Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Fce Benefit Administrators — Schedule C compensation
- Cigna Health And Life Insurance Co — Schedule C compensation
- Trust Management Services — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Fce Financial Services, Inc — Schedule C compensation
- Global Care Inc. — Schedule C compensation
- United Worker Wellness — Schedule C compensation