2023 Form 5500 filing — Pleasant Valley Homes, Inc. Group 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 20240906092732NAL0001489760001) for Pleasant Valley Homes, Inc. Group Medical Plan, reported by Pleasant Valley Homes, Inc under EIN 33-1080091 and plan number 502. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906092732NAL0001489760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pleasant Valley Homes, Inc
- EIN
- 33-1080091
- Plan number
- 502
- Location
- Pine Grove, PA
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $337,006
- Total liabilities (EOY)
- $157,554
- Net assets (EOY)
- $179,452
- Employer contributions
- $1,651,160
- Participant contributions
- $355,773
- Total income / additions
- $2,008,790
- Benefits paid
- $1,136,104
- Administrative expenses
- $683,515
- Total expenses
- $1,819,619
- Net increase / (decrease)
- $189,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Pa | BROKER | $61,320 | not reported in the loaded dataset |
| The Benecon Group LLC | BROKER | $29,768 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $8,216 | not reported in the loaded dataset |
| Innovu | BROKER | $6,132 | not reported in the loaded dataset |