Health Care Plan Of The Sundt Companies, Inc. — Form 5500 plan (The Sundt Companies, Inc.)
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, Health Care Plan Of The Sundt Companies, Inc. is a benefit plan reported by The Sundt Companies, Inc. under EIN 86-0923877 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,406 participants and $9,423,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Sundt Companies, Inc.
- EIN
- 86-0923877
- Plan number
- 501
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 2,406
- End-of-year plan assets
- $9,423,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,406 | H, C | 20250416170955NAL0008957824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,423,669
- Total liabilities (EOY)
- $3,651,446
- Net assets (EOY)
- $5,772,223
- Net assets (BOY)
- $6,761,830
Income & contributions
- Employer contributions
- $29,659,876
- Participant contributions
- $4,101,162
- Total contributions
- $33,948,094
- Total income / additions
- $34,247,129
Expenses & distributions
- Benefits paid
- $33,104,765
- Administrative expenses
- $2,131,971
- Total expenses
- $35,236,736
- Net increase / (decrease)
- -$989,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co | not reported in the loaded dataset | $1,452,119 | not reported in the loaded dataset | 2023 |
| The Sundt Companies, Inc. | not reported in the loaded dataset | $591,600 | not reported in the loaded dataset | 2023 |
| Consova Corporation | not reported in the loaded dataset | $27,808 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | not reported in the loaded dataset | $22,575 | not reported in the loaded dataset | 2023 |
| Wex Health, Inc. | not reported in the loaded dataset | $20,556 | not reported in the loaded dataset | 2023 |
| Principal Bank | not reported in the loaded dataset | $10,000 | not reported in the loaded dataset | 2023 |
| Cbiz Acctg,Tax & Advisory Of Wa LLC | not reported in the loaded dataset | $6,929 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Sundt Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Cigna Health And Life Insurance Co — Schedule C compensation
- The Sundt Companies, Inc. — Schedule C compensation
- Consova Corporation — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Wex Health, Inc. — Schedule C compensation
- Principal Bank — Schedule C compensation
- Cbiz Acctg,Tax & Advisory Of Wa LLC — Schedule C compensation