Ims Consulting And Expert Services, LLC Employee Benefit Plan — Form 5500 plan (Ims Consulting And Expert Services, 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, Ims Consulting And Expert Services, LLC Employee Benefit Plan is a benefit plan reported by Ims Consulting And Expert Services, LLC under EIN 84-1204705 and plan number 501. The latest loaded filing year is 2023. The filing reports 199 participants and $346,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ims Consulting And Expert Services, LLC
EIN
84-1204705
Plan number
501
Plan type
2
Location
Pensacola, FL
Latest filing year
2023
Participants
199
End-of-year plan assets
$346,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241211060911NAL0022382258001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$346,605
Total liabilities (EOY)
$750,397
Net assets (EOY)
-$403,792
Net assets (BOY)
-$37,601

Income & contributions

Employer contributions
$2,139,531
Participant contributions
$992,880
Total contributions
$3,132,411
Total income / additions
$3,136,989

Expenses & distributions

Benefits paid
$2,731,133
Administrative expenses
$772,047
Total expenses
$3,503,180
Net increase / (decrease)
-$366,191

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcgriff Insurance Services (FormerlBROKER$95,843not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$58,566not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$15,539not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$15,084not reported in the loaded dataset2023
Onedigital (Kop)BROKER$67not reported in the loaded dataset2023

Related Form 5500 pages