2023 Form 5500 filing — Gunn-Mowery Employee Health & Life 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 20240809073729NAL0010479936001) for Gunn-Mowery Employee Health & Life Plan, reported by Gunn-Mowery LLC under EIN 81-0587373 and plan number 502. It reports 46 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809073729NAL0010479936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gunn-Mowery LLC
- EIN
- 81-0587373
- Plan number
- 502
- Location
- Lemoyne, PA
- Participants
- 46
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,136
- Total liabilities (EOY)
- $110,980
- Net assets (EOY)
- $23,156
- Employer contributions
- $548,718
- Participant contributions
- $124,728
- Total income / additions
- $688,077
- Benefits paid
- $441,149
- Administrative expenses
- $2,372
- Total expenses
- $721,929
- Net increase / (decrease)
- -$33,852
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gunn-Mowery LLC | BROKER | $11,124 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $7,426 | not reported in the loaded dataset |
| Capital Bluecross | ADMIN | $2,478 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $2,223 | not reported in the loaded dataset |
| Young, Oakes, Brown & Co | ACCOUNTING | $13 | not reported in the loaded dataset |
| Highmark Blue Shield (Central) | ADMIN | -$106 | not reported in the loaded dataset |