Adams And Associates Inc Health And Welfare Plan — Form 5500 plan (Adams And Associates, 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, Adams And Associates Inc Health And Welfare Plan is a benefit plan reported by Adams And Associates, Inc. under EIN 88-0263693 and plan number 508. The latest loaded filing year is 2023. The filing reports 1,037 participants and $1,219,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adams And Associates, Inc.
- EIN
- 88-0263693
- Plan number
- 508
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 1,037
- End-of-year plan assets
- $1,219,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,037 | H, C | 20241014112102NAL0014832419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,219,326
- Total liabilities (EOY)
- $888,294
- Net assets (EOY)
- $331,032
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $7,715,542
- Participant contributions
- $1,391,058
- Total contributions
- $9,106,600
- Total income / additions
- $9,106,600
Expenses & distributions
- Benefits paid
- $8,389,794
- Administrative expenses
- $385,774
- Total expenses
- $8,775,568
- Net increase / (decrease)
- $331,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $231,470 | not reported in the loaded dataset | 2023 |
| Anthem Life Insurance Company | NONE | $60,048 | not reported in the loaded dataset | 2023 |
| M3 Insurance Solutions, Inc. | NONE | $56,740 | not reported in the loaded dataset | 2023 |
| Fiduciary Plan Management Services | NONE | $37,217 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adams And Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Fce Benefit Administrators, Inc. — Schedule C compensation
- Anthem Life Insurance Company — Schedule C compensation
- M3 Insurance Solutions, Inc. — Schedule C compensation
- Fiduciary Plan Management Services — Schedule C compensation