2023 Form 5500 filing — Heritage Group Health Care 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 20241003084925NAL0004721459002) for Heritage Group Health Care Plan, reported by Asphalt Materials, Inc. under EIN 35-1002095 and plan number 501. It reports 3,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003084925NAL0004721459002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Asphalt Materials, Inc.
- EIN
- 35-1002095
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 3,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,087,977
- Total liabilities (EOY)
- $7,878,232
- Net assets (EOY)
- $4,209,745
- Employer contributions
- $48,466,903
- Participant contributions
- $8,915,891
- Total income / additions
- $58,796,563
- Benefits paid
- $50,683,331
- Administrative expenses
- $3,887,240
- Total expenses
- $54,570,571
- Net increase / (decrease)
- $4,225,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | SERVICE PROVIDER | $2,074,987 | $3,767,139 |
| Mercer Health & Benefits, LLC | CONSULTANT | $0 | $127,098 |
| Delta Dental Of Indiana | BENEFIT ADMINISTRATOR | $119,504 | not reported in the loaded dataset |
| St Vincent Health W&P Care Inst Inc | SERVICE PROVIDER | $84,456 | not reported in the loaded dataset |
| Alternative Health Solutions, LLC | SERVICE PROVIDER | $36,000 | not reported in the loaded dataset |