2023 Form 5500 filing — Storage Asset Management, LLC Health & Welfare 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 20241011072829NAL0021482001001) for Storage Asset Management, LLC Health & Welfare Plan, reported by Storage Asset Management, LLC under EIN 27-2449301 and plan number 501. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011072829NAL0021482001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Storage Asset Management, LLC
- EIN
- 27-2449301
- Plan number
- 501
- Location
- York, PA
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,071,769
- Total liabilities (EOY)
- $406,205
- Net assets (EOY)
- $665,564
- Employer contributions
- $3,002,445
- Participant contributions
- $1,073,676
- Total income / additions
- $4,085,415
- Benefits paid
- $2,762,766
- Administrative expenses
- $172,056
- Total expenses
- $2,934,822
- Net increase / (decrease)
- $1,150,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Engle Hambright & Davies, Inc. | BROKER | $80,772 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $62,189 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $19,901 | not reported in the loaded dataset |
| Capital Bluecross | ADMIN | $9,194 | not reported in the loaded dataset |