2023 Form 5500 filing — The Health And Welfare Benefit Plan Of Lovelace Family Medicine
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 20240618104931NAL0005745634001) for The Health And Welfare Benefit Plan Of Lovelace Family Medicine, reported by Lovelace Family Medicine P.A. under EIN 57-0989480 and plan number 501. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618104931NAL0005745634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lovelace Family Medicine P.A.
- EIN
- 57-0989480
- Plan number
- 501
- Location
- Prosperity, SC
- Participants
- 26
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,863
- Total liabilities (EOY)
- $10,004
- Net assets (EOY)
- $54,859
- Employer contributions
- $268,909
- Participant contributions
- $0
- Total income / additions
- $270,747
- Benefits paid
- $114,609
- Administrative expenses
- $15,139
- Total expenses
- $289,188
- Net increase / (decrease)
- -$18,441
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acs Benefit Services | ADMIN | $15,139 | not reported in the loaded dataset |
| Fulcrum Risk Solutions | BROKER | $8,175 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $8,008 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $1,753 | not reported in the loaded dataset |