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Original filing (PDF)20250731114322NAL0005186977001
DOUG MELLON FARMS II INC
Form 5500
FILING_RECEIVED
DOUG MELLON FARMS II INC
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed7 service providers
Active participants
145
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOUG MELLON FARMS II INC.
Plan sponsor
Name
DOUG MELLON FARMS II INC
EIN
26-2518205
Address
2197 S 4TH AVE STE 206 · YUMA, AZ · 85364
Phone
(928) 782-4482
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-07-31
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST RISK MANAGEMENT, LLC | — | MESA, AZ | BROKER | $19K | — |
| SMITH BOMAN & ASSOCIATES | — | FRESNO, CA | BROKER | $15K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSWESTERN INSURANCE ADMIN | — | FRESNO, CA | CONTRACT ADMIN | $24K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL UNDERWRITING SERVICES | — | MEDIA, PA | STOP-LOSS CARRIER | $110K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTIPLAN INC | — | NEW YORK, NY | PROVIDER CONTRACT | $2K | — |
| PAYER COMPASS, LLC | — | PLANO, TX | PROVIDER CONTRACT | $855 | — |
| 24/7 CALL-A-DOC, LLC | — | HALLANDALE, FL | PROVIDER CONTRACT | $513 | — |
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.