2023 Form 5500 filing — Lifepath, Inc. Employee Benefit 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 20241113153127NAL0037549586001) for Lifepath, Inc. Employee Benefit Plan, reported by Lifepath, Inc. under EIN 23-7402943 and plan number 506. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241113153127NAL0037549586001
Filing year
2023
Form type
2
Plan sponsor
Lifepath, Inc.
EIN
23-7402943
Plan number
506
Location
Bethlehem, PA
Participants
555
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,485,752
Total liabilities (EOY)
$271,449
Net assets (EOY)
$2,214,303
Employer contributions
$6,472,873
Participant contributions
$1,179,916
Total income / additions
$7,720,136
Benefits paid
$6,837,213
Administrative expenses
$546,678
Total expenses
$7,383,891
Net increase / (decrease)
$336,245
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bsi Corporate BenefitsBROKER$226,379not reported in the loaded dataset
Capital BluecrossADMIN$208,488not reported in the loaded dataset
The Benecon GroupBROKER$72,326not reported in the loaded dataset
Delta DentalADMIN$60,823not reported in the loaded dataset
InnovuBROKER$24,200not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$21,812not reported in the loaded dataset

Related Form 5500 pages