2023 Form 5500 filing — Trans/Air Mfg., Corp. S/F Medical Reimbursement 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 20240607121740NAL0037609600001) for Trans/Air Mfg., Corp. S/F Medical Reimbursement Plan, reported by Trans/Air Manufacturing Corporation under EIN 23-2201348 and plan number 501. It reports 89 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$355.5KReported net assets$355,468
Participants89
Provider compensation$75.2K3 Schedule C row(s)$75,218
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240607121740NAL0037609600001
Plan sponsor
Trans/Air Manufacturing Corporation
EIN
23-2201348
Plan number
501
Location
Dallastown, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$479.9K total assets
Net assets$355.5KLiabilities$124.5K
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.4M
Benefits paid / distributions$766.1K
Contributions
Employer$910.2K
Participant$605.8K
Full reported line items
Total assets (EOY)
$479,943
Total liabilities (EOY)
$124,475
Net assets (EOY)
$355,468
Employer contributions
$910,178
Participant contributions
$605,800
Total income / additions
$1,524,522
Benefits paid
$766,076
Administrative expenses
$0
Total expenses
$1,355,895
Net increase / (decrease)
$168,627

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fnl Insurance Group (Frank N. LotmaBROKER$45,828not reported in the loaded dataset
The Benecon GroupBROKER$23,058not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$6,332not reported in the loaded dataset

Related Form 5500 pages