Willson Jones Carter & Baxley, P. A. Welfare Benefit Plan — Form 5500 plan (Willson Jones Carter & Baxley, P.A.)
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, Willson Jones Carter & Baxley, P. A. Welfare Benefit Plan is a benefit plan reported by Willson Jones Carter & Baxley, P.A. under EIN 75-3048189 and plan number 502. The latest loaded filing year is 2023. The filing reports 166 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)Not reported
Participants166Covered participants reported
Assets / participantNot reported
Provider compensation$24.3K2 Schedule C provider row(s)$24,284
- Plan sponsor
- Willson Jones Carter & Baxley, P.A.
- EIN
- 75-3048189
- Plan number
- 502
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | C | 20240912112908NAL0014550528001 |
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 |
|---|---|---|---|---|
| Healthgram, Inc. | TPA FEES | $13,644 | not reported in the loaded dataset | 2023 |
| Ap Benefit Advisors LLC | BROKER | $10,640 | not reported in the loaded dataset | 2023 |