2023 Form 5500 filing — Indian Creek Foundation Health And Welfare Benefit 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 20241008072958NAL0016275105001) for Indian Creek Foundation Health And Welfare Benefit Plan, reported by Indian Creek Foundation under EIN 23-3330096 and plan number 501. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008072958NAL0016275105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indian Creek Foundation
- EIN
- 23-3330096
- Plan number
- 501
- Location
- Souderton, PA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,418,159
- Total liabilities (EOY)
- $155,269
- Net assets (EOY)
- $1,262,890
- Total income / additions
- $3,352,813
- Benefits paid
- $2,789,522
- Administrative expenses
- $0
- Total expenses
- $2,789,522
- Net increase / (decrease)
- $563,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $83,891 | not reported in the loaded dataset |
| Patriot (Exude, Inc.) | BROKER | $82,616 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $25,756 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $8,947 | not reported in the loaded dataset |