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Original filing (PDF)20251015143926NAL0009786002001
ADVANCE SERVICES, INC.
Form 5500
FILING_RECEIVED
ADVANCE SERVICES, INC. GROUP BENEFIT PLAN
Health & welfare plan
Signals · 3
~11608 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
2,662
Accounts w/ balance
—
Plan assets (EOY)
$902K
Net assets (EOY)
$314K
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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 11608 bps in Schedule C fees — 7247% 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 ADVANCE SERVICES, INC..
Plan sponsor
Name
ADVANCE SERVICES, INC.
EIN
47-0777488
Address
12702 WESTPORT PARKWAY · SUITE 201 · LAVISTA, NE · 68138
Phone
(402) 371-5733
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
EIDE BAILEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GDP ADVISORS LLC | 46-3749464 | — | BROKER | $177K | — |
| USI INSURANCE SERVICES | 13-3771734 | — | BROKER | $43K | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN | 16-1264154 | — | CONTRACT ADMINSTRATOR | $189K | — |
| TELADOC | 04-3705970 | — | CONTRACT ADMINSTRATOR | $54K | — |
| NEW BENEFITS, LTD. | — | DALLAS, TX | CONTRACT ADMINISTRATOR | $0 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LOOMIS COMPANY | — | WYOMISSING, PA | CLAIMS PROCESSING | $289K | — |
| MY WORK PLACE | 83-3465321 | — | CLAIMS PROCESSING | $123K | — |
| MGU UNDERWRITING | 26-6943343 | — | CLAIMS PROCESSING | $105K | — |
| FIRST HEALTH GROUP CORPORATION | 73-1590333 | — | CLAIMS PROCESSING | $67K | — |
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.
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