2023 Form 5500 filing — Orthopaedic Associates Of Allentown, Ltd. Group Medical Plan

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 20240603103524NAL0037383170001) for Orthopaedic Associates Of Allentown, Ltd. Group Medical Plan, reported by Orthopaedic Associates Of Allentown under EIN 23-1857130 and plan number 502. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240603103524NAL0037383170001
Filing year
2023
Form type
2
Plan sponsor
Orthopaedic Associates Of Allentown
EIN
23-1857130
Plan number
502
Location
Allentown, PA
Participants
78
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,443
Total liabilities (EOY)
$360,543
Net assets (EOY)
-$330,100
Employer contributions
$1,221,610
Participant contributions
$210,274
Total income / additions
$1,455,994
Benefits paid
$1,304,231
Administrative expenses
-$10,084
Total expenses
$1,786,094
Net increase / (decrease)
-$330,100
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Univest InsuranceBROKER$44,370not reported in the loaded dataset
The Benecon GroupBROKER$19,079not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$5,384not reported in the loaded dataset

Related Form 5500 pages