Plan5500

Strategix Management, LLC Health & Welfare Plan — Form 5500 plan (Strategix Management, 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, Strategix Management, LLC Health & Welfare Plan is a benefit plan reported by Strategix Management, LLC under EIN 81-1479787 and plan number 501. The latest loaded filing year is 2023. The filing reports 340 participants and $67,023 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strategix Management, LLC
EIN
81-1479787
Plan number
501
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
340
End-of-year plan assets
$67,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20251014201946NAL0003679985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,023
Total liabilities (EOY)
$0
Net assets (EOY)
$67,023
Net assets (BOY)
$0

Income & contributions

Employer contributions
$254,939
Participant contributions
$171,158
Total contributions
$426,097
Total income / additions
$426,562

Expenses & distributions

Benefits paid
$335,189
Administrative expenses
$24,350
Total expenses
$359,539
Net increase / (decrease)
$67,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Umr, IncCLAIMS PROCESSING$46,852not reported in the loaded dataset2023
Optumrx IncPHARMACY BENEFIT MGMT$33,333$1902023
Alliant Insurance Svcs IncBROKER$18,036not reported in the loaded dataset2023

Related Form 5500 pages