2023 Form 5500 filing — Wagman, Inc. Employee Welfare Benefit Plan And Trust
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 20241008145859NAL0034154434001) for Wagman, Inc. Employee Welfare Benefit Plan And Trust, reported by Wagman, Inc. under EIN 23-2200489 and plan number 502. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145859NAL0034154434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wagman, Inc.
- EIN
- 23-2200489
- Plan number
- 502
- Location
- York, PA
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $680,228
- Total liabilities (EOY)
- $882,790
- Net assets (EOY)
- -$202,562
- Employer contributions
- $2,497,355
- Participant contributions
- $2,174,535
- Total income / additions
- $4,689,896
- Benefits paid
- $5,308,311
- Administrative expenses
- $649,210
- Total expenses
- $5,957,521
- Net increase / (decrease)
- -$1,267,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthnow Administrative Services | CLAIMS PROCESSING | $4,303,835 | $0 |
| Health Equity Inc | FSA CLAIMS | $307,196 | $0 |
| United Concordia | DENTAL | $199,748 | $0 |
| Oss Health | CLAIMS PROCESSING | $197,083 | $0 |
| Epls, LLC | PRESCRIPTIONS | $126,871 | $0 |
| Accolade, Inc | PATIENT ADVOCACY | $113,686 | $0 |
| Fidelity Security Life Insurance Co | VISION | $34,701 | $0 |
| American Insurance Administrators | BENEFIT SOFTWARE | $20,748 | $0 |
| Mazzitti & Sullivan Counseling Serv | EAP | $13,365 | $0 |
| Mckonley & Asbury LLC | ACCOUNTING AUDIT | $13,000 | $0 |