2023 Form 5500 filing — Bw Health Group, LLC 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 20241122132348NAL0000803651001) for Bw Health Group, LLC Employee Benefit Plan, reported by Bw Health Group,LLC under EIN 52-1059587 and plan number 501. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$99.8KReported net assets$99,772
Participants55
Provider compensation$60.6K4 Schedule C row(s)$60,617
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241122132348NAL0000803651001
Plan sponsor
Bw Health Group,LLC
EIN
52-1059587
Plan number
501
Location
Chestertown, MD
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$253.6K total assets
Net assets$99.8KLiabilities$153.8K
Money in vs. money out
Total income / additions$809.7K
Total expenses$771.2K
Benefits paid / distributions$493.6K
Contributions
Employer$481.4K
Participant$315.8K
Full reported line items
Total assets (EOY)
$253,608
Total liabilities (EOY)
$153,836
Net assets (EOY)
$99,772
Employer contributions
$481,351
Participant contributions
$315,777
Total income / additions
$809,665
Benefits paid
$493,592
Administrative expenses
$20,858
Total expenses
$771,177
Net increase / (decrease)
$38,488

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Carefirst AdministratorsADMIN$24,496not reported in the loaded dataset
Insurance SolutionsBROKER$18,896not reported in the loaded dataset
The Benecon Group, LLCBROKER$14,225not reported in the loaded dataset
Connectcare 3PATIENT ADVOCATE$3,000not reported in the loaded dataset

Related Form 5500 pages