2023 Form 5500 filing — Kearney & Company Added Benefits 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 20241015185848NAL0029440721001) for Kearney & Company Added Benefits Plan, reported by Kearney & Company, P.C. under EIN 54-1603527 and plan number 501. It reports 826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185848NAL0029440721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kearney & Company, P.C.
- EIN
- 54-1603527
- Plan number
- 501
- Location
- Alexandria, VA
- Participants
- 826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,730,083
- Total liabilities (EOY)
- $232,177
- Net assets (EOY)
- $3,497,906
- Employer contributions
- $6,726,027
- Participant contributions
- $2,970,835
- Total income / additions
- $9,818,261
- Benefits paid
- $8,720,213
- Administrative expenses
- $406,630
- Total expenses
- $9,126,843
- Net increase / (decrease)
- $691,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carefirst Administrators | ADMIN | $303,812 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $93,516 | not reported in the loaded dataset |
| Cigna Health & Life Insurance | ADMIN | $38,433 | $0 |
| Connectcare 3 | PATIENT ADVOCATE | $32,473 | not reported in the loaded dataset |