2023 Form 5500 filing — Shared Support South, Inc. Employee Health 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 20241014061328NAL0026716513001) for Shared Support South, Inc. Employee Health Plan, reported by Shared Support South, Inc. under EIN 83-2134543 and plan number 501. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014061328NAL0026716513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shared Support South, Inc.
- EIN
- 83-2134543
- Plan number
- 501
- Location
- Warrington, PA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $458,464
- Total liabilities (EOY)
- $198,240
- Net assets (EOY)
- $260,224
- Employer contributions
- $1,627,013
- Participant contributions
- $66,650
- Total income / additions
- $1,695,888
- Benefits paid
- $1,234,644
- Administrative expenses
- $802,973
- Total expenses
- $2,037,617
- Net increase / (decrease)
- -$341,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $42,344 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $27,108 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | BROKER | $18,649 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $9,403 | not reported in the loaded dataset |
| Trinity Asset Protection, Inc. | BROKER | -$87 | not reported in the loaded dataset |