2023 Form 5500 filing — Keystone Blind Association Employee Benefit 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 20240924111952NAL0012879377001) for Keystone Blind Association Employee Benefit Plan (501), reported by Keystone Blind Association under EIN 25-0969420 and plan number 501. It reports 47 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924111952NAL0012879377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Keystone Blind Association
- EIN
- 25-0969420
- Plan number
- 501
- Location
- Hermitage, PA
- Participants
- 47
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,360
- Total liabilities (EOY)
- $49,065
- Net assets (EOY)
- $152,295
- Employer contributions
- $773,625
- Participant contributions
- $105,679
- Total income / additions
- $882,289
- Benefits paid
- $343,603
- Administrative expenses
- $7,655
- Total expenses
- $750,442
- Net increase / (decrease)
- $131,847
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Djb Group | BROKER | $16,590 | not reported in the loaded dataset |
| The Benecon Group LLC | BROKER | $14,247 | not reported in the loaded dataset |
| Highmark West | ADMIN | $7,655 | not reported in the loaded dataset |
| First National Insurance Agency | BROKER | $5,880 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,021 | not reported in the loaded dataset |