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Original filing (PDF)20251203145404NAL0000488179001
COLLABRALINK TECHNOLOGIES, INCORPORATED
Form 5500
FILING_RECEIVED
COLLABRALINK TECHNOLOGIES HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
Late filing · 0.6 mo~11058 bps in Sched C feesNo recordkeeper disclosed
Active participants
557
Accounts w/ balance
—
Plan assets (EOY)
$259K
Net assets (EOY)
$61K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
- 11058 bps in Schedule C fees — 6899% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLABRALINK TECHNOLOGIES, INCORPORATED.
Plan sponsor
Name
COLLABRALINK TECHNOLOGIES, INCORPORATED
EIN
20-0318030
Address
8405 GREENSBORO DR STE 1020 · MCLEAN, VA · 221025109
Phone
(703) 639-1777
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-03
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | — | VIRGINIA BEACH, VA | BROKER | $90K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | ADMIN | $189K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.