2023 Form 5500 filing — Woodward Mccoach Inc. Health & Welfare 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 20240711100020NAL0015986657001) for Woodward Mccoach Inc. Health & Welfare Plan, reported by Woodward Mccoach Inc. under EIN 23-2247101 and plan number 501. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711100020NAL0015986657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woodward Mccoach Inc.
- EIN
- 23-2247101
- Plan number
- 501
- Location
- West Chester, PA
- Participants
- 71
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,170
- Total liabilities (EOY)
- $169,254
- Net assets (EOY)
- -$145,084
- Employer contributions
- $1,160,568
- Participant contributions
- $0
- Total income / additions
- $1,171,160
- Benefits paid
- $700,593
- Administrative expenses
- $32,220
- Total expenses
- $1,203,243
- Net increase / (decrease)
- -$32,083
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Health Plans | ADMIN | $32,220 | not reported in the loaded dataset |
| Onedigital (Philadelphia) | BROKER | $20,351 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $15,839 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,473 | not reported in the loaded dataset |