Form 5500 · Employee benefit plan · OAKLAND, FL
BALANCED WELLBEING, LLC
The filing calls this plan BALANCED WELLBEING DIVERSIFIED.
BALANCED WELLBEING, LLC of OAKLAND, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CAPSTONE HEALTH MANAGEMENT. Coverage is written through BALANCED WELLBEING, LLC. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-5240597 · plan 501 · plan year 2026, filed Aug 28, 2026
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How this plan is funded
Self-funded as reported
The filing names a third-party administrator on Schedule A and reports no medical premium.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing declares health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
The filing discloses $75,300 in broker commissions; premium is not reported on these contracts.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BALANCED WELLBEING, LLC | — | 113 | May 1, 2026 | — | $75,300 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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