2023 Form 5500 filing — Ned Bard & Son Co. Group 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 20240701051707NAL0005132864001) for Ned Bard & Son Co. Group Health Plan, reported by Ned Bard & Son Co. under EIN 23-2120072 and plan number 501. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701051707NAL0005132864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ned Bard & Son Co.
- EIN
- 23-2120072
- Plan number
- 501
- Location
- Leola, PA
- Participants
- 25
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,353
- Total liabilities (EOY)
- $42,946
- Net assets (EOY)
- -$10,593
- Employer contributions
- $239,818
- Participant contributions
- $138,788
- Total income / additions
- $379,725
- Benefits paid
- $217,364
- Administrative expenses
- $13,819
- Total expenses
- $429,284
- Net increase / (decrease)
- -$49,559
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Bluecross | CARRIER | $13,819 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $6,124 | not reported in the loaded dataset |
| Hub Int. (Pa) | BROKER | $5,448 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $1,339 | not reported in the loaded dataset |
| Hdh Group - Pittsburgh | BROKER | $672 | not reported in the loaded dataset |