2023 Form 5500 filing — Delval Equipment Corporation Employee Health 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 20240605130315NAL0011035907001) for Delval Equipment Corporation Employee Health Plan, reported by Delval Equipment Corporation under EIN 23-2435212 and plan number 501. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240605130315NAL0011035907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delval Equipment Corporation
- EIN
- 23-2435212
- Plan number
- 501
- Location
- East Norriton, PA
- Participants
- 80
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,557
- Total liabilities (EOY)
- $109,573
- Net assets (EOY)
- -$70,016
- Employer contributions
- $996,965
- Participant contributions
- $408,266
- Total income / additions
- $1,406,926
- Benefits paid
- $817,228
- Administrative expenses
- $20,396
- Total expenses
- $1,397,301
- Net increase / (decrease)
- $9,625
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $52,688 | not reported in the loaded dataset |
| Cbiz Benefits And Ins Services | BROKER | $35,702 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $17,280 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,876 | not reported in the loaded dataset |