2023 Form 5500 filing — Morningstar Senior Living, Inc. Group 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 20241015211348NAL0029684337001) for Morningstar Senior Living, Inc. Group Health Plan, reported by Morningstar Senior Living, Inc. under EIN 22-2717623 and plan number 502. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015211348NAL0029684337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morningstar Senior Living, Inc.
- EIN
- 22-2717623
- Plan number
- 502
- Location
- Nazareth, PA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $830,096
- Total liabilities (EOY)
- $186,621
- Net assets (EOY)
- $643,475
- Employer contributions
- $1,924,787
- Participant contributions
- $367,376
- Total income / additions
- $2,304,246
- Benefits paid
- $1,547,829
- Administrative expenses
- $754,733
- Total expenses
- $2,302,562
- Net increase / (decrease)
- $1,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unimerica Insurance Company | NONE | $693,634 | not reported in the loaded dataset |
| Lr Webber Associates | NONE | $31,349 | not reported in the loaded dataset |
| The Benecon Group | NONE | $22,784 | not reported in the loaded dataset |
| Connectcare3 | NONE | $6,968 | not reported in the loaded dataset |
| Highmark | NONE | $0 | not reported in the loaded dataset |