2023 Form 5500 filing — Donegal Office Solutions, Inc. Health And 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 20240813084912NAL0017946464001) for Donegal Office Solutions, Inc. Health And Welfare Plan, reported by Donegal Office Solutions, Inc under EIN 47-3567086 and plan number 501. It reports 52 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813084912NAL0017946464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donegal Office Solutions, Inc
- EIN
- 47-3567086
- Plan number
- 501
- Location
- Bensalem, PA
- Participants
- 52
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,471
- Total liabilities (EOY)
- $36,461
- Net assets (EOY)
- $13,010
- Employer contributions
- $326,489
- Participant contributions
- $174,903
- Total income / additions
- $505,462
- Benefits paid
- $288,145
- Administrative expenses
- $25,680
- Total expenses
- $492,452
- Net increase / (decrease)
- $13,010
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Safegard Group, Inc. | BROKER | $50,161 | not reported in the loaded dataset |
| Meritain | ADMIN | $42,485 | not reported in the loaded dataset |
| The Safegard Group, Inc. | BROKER | $31,455 | not reported in the loaded dataset |
| The Safegard Group, Inc. | BROKER | $31,275 | not reported in the loaded dataset |
| The Benecon Company | BROKER | $29,509 | not reported in the loaded dataset |
| Meritain | ADMIN | $26,523 | not reported in the loaded dataset |
| Meritain | ADMIN | $25,680 | not reported in the loaded dataset |
| The Benecon Company | BROKER | $13,102 | not reported in the loaded dataset |
| The Benecon Company | BROKER | $12,345 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,683 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,564 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,478 | not reported in the loaded dataset |