2023 Form 5500 filing — Inch And Company Holdings, LLC Group Medical Plan (501)
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 20240916091811NAL0000604243001) for Inch And Company Holdings, LLC Group Medical Plan (501), reported by Inch And Company Holdings, LLC under EIN 84-2174043 and plan number 501. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916091811NAL0000604243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inch And Company Holdings, LLC
- EIN
- 84-2174043
- Plan number
- 501
- Location
- York, PA
- Participants
- 102
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,292
- Total liabilities (EOY)
- $38,255
- Net assets (EOY)
- $32,037
- Employer contributions
- $478,292
- Participant contributions
- $297,904
- Total income / additions
- $810,521
- Benefits paid
- $238,884
- Administrative expenses
- $4,707
- Total expenses
- $603,392
- Net increase / (decrease)
- $207,129
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gunn-Mowery | BROKER | $32,470 | not reported in the loaded dataset |
| The Benecon Group LLC | BROKER | $19,263 | not reported in the loaded dataset |
| Capital Bluecross | ADMIN | $7,358 | not reported in the loaded dataset |
| Connectcare3 LLC | PATIENT ADVOCATE | $5,011 | not reported in the loaded dataset |
| Young, Oakes, Brown & Co | ADMIN | $13 | not reported in the loaded dataset |