2023 Form 5500 filing — B&K Equipment, LLC 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 20240620093146NAL0001131777001) for B&K Equipment, LLC Health Plan, reported by B&K Equipment, LLC under EIN 25-1598879 and plan number 501. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240620093146NAL0001131777001
Filing year
2023
Form type
2
Plan sponsor
B&K Equipment, LLC
EIN
25-1598879
Plan number
501
Location
Wyalusing, PA
Participants
74
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$36,821
Total liabilities (EOY)
$132,496
Net assets (EOY)
-$95,675
Employer contributions
$938,170
Participant contributions
$16,818
Total income / additions
$955,632
Benefits paid
$427,071
Administrative expenses
$38,970
Total expenses
$842,410
Net increase / (decrease)
$113,222
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Highmark Bcbs NepaADMIN$38,970not reported in the loaded dataset
Cummings Insurance AgencyBROKER$23,875not reported in the loaded dataset
The Benecon Group LLCBROKER$15,933not reported in the loaded dataset
Connectcare3 LLCPATIENT ADVOCATE$4,374not reported in the loaded dataset

Related Form 5500 pages