2023 Form 5500 filing — I.G. Burton & Company, Inc. Group Health & Wellness 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 20240729173916NAL0041850994001) for I.G. Burton & Company, Inc. Group Health & Wellness Plan, reported by I.G. Burton And Company, Inc. under EIN 51-0102421 and plan number 501. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729173916NAL0041850994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I.G. Burton And Company, Inc.
- EIN
- 51-0102421
- Plan number
- 501
- Location
- Milford, DE
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,066
- Employer contributions
- $1,524,790
- Participant contributions
- $1,186,682
- Total income / additions
- $2,812,909
- Benefits paid
- $2,772,109
- Administrative expenses
- $190,693
- Total expenses
- $2,962,802
- Net increase / (decrease)
- -$149,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lyons Insurance Agency Inc. | BROKER | $74,575 | not reported in the loaded dataset |
| Highmark Of Delaware | ADMIN | $51,964 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $48,165 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $15,989 | not reported in the loaded dataset |