Cuad Health Benefits Plan — Form 5500 plan (Cuad Health Benefits Trust)

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, Cuad Health Benefits Plan is a benefit plan reported by Cuad Health Benefits Trust under EIN 82-3520467 and plan number 501. The latest loaded filing year is 2023. The filing reports 931 participants and $5,598,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cuad Health Benefits Trust
EIN
82-3520467
Plan number
501
Plan type
3
Location
Bismarck, ND
Latest filing year
2023
Participants
931
End-of-year plan assets
$5,598,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023931H, C20240905172959NAL0000019649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,598,020
Total liabilities (EOY)
$1,476,239
Net assets (EOY)
$4,121,781
Net assets (BOY)
$2,450,628

Income & contributions

Participant contributions
$14,715,700
Total contributions
$14,715,700
Total income / additions
$14,813,794

Expenses & distributions

Benefits paid
$11,793,800
Administrative expenses
$1,348,841
Total expenses
$13,142,641
Net increase / (decrease)
$1,671,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Noridian Mutual Insurance CompanyNONE$854,768not reported in the loaded dataset2023
Eide Bailly LlpNONE$27,650not reported in the loaded dataset2023
Prime TherapeuticsNONE$0$25,9762023
Credit Union Assoc Of The Dakotasnot reported in the loaded dataset$11,368not reported in the loaded dataset2023

Related Form 5500 pages