2023 Form 5500 filing — J.F. Allen Company 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 20241015085059NAL0029060369001) for J.F. Allen Company Employee Health Plan, reported by J.F. Allen Company under EIN 55-0328627 and plan number 501. It reports 103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085059NAL0029060369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.F. Allen Company
- EIN
- 55-0328627
- Plan number
- 501
- Location
- Buckhannon, WV
- Participants
- 103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,169,518
- Total liabilities (EOY)
- $162,496
- Net assets (EOY)
- $1,007,022
- Employer contributions
- $998,329
- Participant contributions
- $313,666
- Total income / additions
- $1,311,995
- Benefits paid
- $1,213,870
- Administrative expenses
- $127,298
- Total expenses
- $1,341,168
- Net increase / (decrease)
- -$29,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medical Benefits Administrators | CONTRACT | $33,774 | $0 |
| Medical Benefits Mutual Life Ins Co | CONTRACT | $8,438 | $0 |
| 4-Most Holding, LLC | CONTRACT | $6,618 | $0 |