Plan5500

2023 Form 5500 filing — Pearson Ford, Inc. Health Benefit Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240412124321NAL0002354689001) for Pearson Ford, Inc. Health Benefit Trust, reported by Pearson Ford, Inc. under EIN 35-1053374 and plan number 501. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240412124321NAL0002354689001
Filing year
2023
Form type
2
Plan sponsor
Pearson Ford, Inc.
EIN
35-1053374
Plan number
501
Location
Zionsville, IN
Participants
53
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,136
Total liabilities (EOY)
$47,746
Net assets (EOY)
-$27,610
Employer contributions
$275,375
Participant contributions
$155,106
Total income / additions
$431,366
Benefits paid
$198,713
Administrative expenses
$28,712
Total expenses
$419,066
Net increase / (decrease)
$12,300
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Unified Group Services, Inc.ADMIN$28,712not reported in the loaded dataset
Gallagher Benefits Services (Bh PreBROKER$19,705not reported in the loaded dataset
The Benecon GroupBROKER$10,894not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$3,074not reported in the loaded dataset
Unified Group Services, Inc.ADMIN$2,238not reported in the loaded dataset
Bh Preferred, LLCBROKER$1,472not reported in the loaded dataset
The Benecon GroupBROKER$864not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$244not reported in the loaded dataset

Related Form 5500 pages