2023 Form 5500 filing — W. S. Cumby, Inc. Employee Benefits Health And Welfare 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 20240605111312NAL0009879251001) for W. S. Cumby, Inc. Employee Benefits Health And Welfare Plan, reported by W. S. Cumby, Inc. under EIN 23-2101220 and plan number 501. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240605111312NAL0009879251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W. S. Cumby, Inc.
- EIN
- 23-2101220
- Plan number
- 501
- Location
- Springfield, PA
- Participants
- 62
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,159
- Total liabilities (EOY)
- $68,173
- Net assets (EOY)
- -$55,014
- Employer contributions
- $330,090
- Participant contributions
- $211,633
- Total income / additions
- $544,922
- Benefits paid
- $312,085
- Administrative expenses
- $13,739
- Total expenses
- $541,486
- Net increase / (decrease)
- $3,436
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Univest Insurance | BROKER | $23,370 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $13,959 | not reported in the loaded dataset |
| Independence Administrators (Ia) | ADMIN | $13,739 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,055 | not reported in the loaded dataset |