2023 Form 5500 filing — F.M. Browns Sons, Inc. Group Insurance Plan Major Medical & Surgical Medical 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 20240809120025NAL0013544962001) for F.M. Browns Sons, Inc. Group Insurance Plan Major Medical & Surgical Medical Plan, reported by F.M. Browns Sons, Inc. under EIN 23-1308422 and plan number 503. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240809120025NAL0013544962001
Filing year
2023
Form type
2
Plan sponsor
F.M. Browns Sons, Inc.
EIN
23-1308422
Plan number
503
Location
Sinking Spring, PA
Participants
112
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$448,655
Total liabilities (EOY)
$174,809
Net assets (EOY)
$273,846
Employer contributions
$1,778,158
Participant contributions
$433,267
Total income / additions
$2,217,978
Benefits paid
$1,271,461
Administrative expenses
$567,679
Total expenses
$1,839,140
Net increase / (decrease)
$378,838
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Patriot (Power-Kunkle Group, Inc.)BROKER$43,180not reported in the loaded dataset
The Benecon Group, LLCBROKER$20,985not reported in the loaded dataset
Capital BluecrossADMIN$14,654not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$7,290not reported in the loaded dataset

Related Form 5500 pages