Adviser Compliance Associates, LLC Health And Welfare Benefit Plan — Form 5500 plan (Adviser Compliance Associates, LLC)
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, Adviser Compliance Associates, LLC Health And Welfare Benefit Plan is a benefit plan reported by Adviser Compliance Associates, LLC under EIN 75-2987063 and plan number 501. The latest loaded filing year is 2023. The filing reports 653 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adviser Compliance Associates, LLC
- EIN
- 75-2987063
- Plan number
- 501
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | C | 20240730104506NAL0013287123003 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co. | MEDICAL ADMINISTRATOR | $693,042 | not reported in the loaded dataset | 2023 |
| Wellworks For You | ADMINISTRATOR | $58,379 | not reported in the loaded dataset | 2023 |