2023 Form 5500 filing — Aweber Systems, Inc. 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 20240621121551NAL0005265314001) for Aweber Systems, Inc. Health Plan, reported by Aweber Systems, Inc. under EIN 23-3023367 and plan number 501. It reports 77 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240621121551NAL0005265314001
Filing year
2023
Form type
2
Plan sponsor
Aweber Systems, Inc.
EIN
23-3023367
Plan number
501
Location
Chalfont, PA
Participants
77
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,690
Total liabilities (EOY)
$99,799
Net assets (EOY)
-$96,109
Employer contributions
$1,058,776
Participant contributions
$120,293
Total income / additions
$1,209,247
Benefits paid
$793,784
Administrative expenses
$43,496
Total expenses
$1,238,771
Net increase / (decrease)
-$29,524
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Meritain Health, An Aetna CompanyADMIN$43,496not reported in the loaded dataset
Fairmont Benefits, Inc.BROKER$36,367not reported in the loaded dataset
The Benecon Group LLCBROKER$14,944not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$4,656not reported in the loaded dataset

Related Form 5500 pages