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Original filing (PDF)20231012111207NAL0041608384006
B.J. MCCOMBS
Form 5500
FILING_RECEIVED
MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST
Health & welfare plan
Signals · 2
~841 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,043
Accounts w/ balance
—
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
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
- 841 bps in Schedule C fees — 1517% above peer band of 52 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 B.J. MCCOMBS.
Plan sponsor
Name
B.J. MCCOMBS
DBA
MCCOMBS ENTERPRISES
EIN
74-2351784
Address
755 E MULBERRY SUITE 600 · SAN ANTONIO, TX · 78212
Phone
(210) 821-6523
Industry
Retail Tradesee all
Plan administrator
Name
DAVID W. BEHNKE
EIN
46-2042146
City
SAN ANTONIO, TX
Phone
(210) 821-6523
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
FORVIS, LLP F/K/A BKD, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | HARTFORD, CT | — | $371K | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | CHICAGO, IL | — | $80K | — |
| FORVIS, LLP F/K/A BKD, LLP | 44-0160260 | SAN ANTONIO, TX | — | $19K | — |
| WEX HEALTH F/K/A DISCOVERY BENEFITS | 90-0058554 | FARGO, ND | — | $6K | — |
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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