Plan5500

2023 Form 5500 filing — Icon Legacy Custom Modular Homes, L.L.C. Group Medical 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 20250108125416NAL0018061632001) for Icon Legacy Custom Modular Homes, L.L.C. Group Medical Plan, reported by Icon Legacy Custom Modular Homes, L.L.C. under EIN 32-0223154 and plan number 501. It reports 94 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250108125416NAL0018061632001
Filing year
2023
Form type
2
Plan sponsor
Icon Legacy Custom Modular Homes, L.L.C.
EIN
32-0223154
Plan number
501
Location
Selinsgrove, PA
Participants
94
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,980
Total liabilities (EOY)
$201,129
Net assets (EOY)
-$180,149
Employer contributions
$1,081,277
Participant contributions
$219,955
Total income / additions
$1,303,076
Benefits paid
$826,730
Administrative expenses
-$830
Total expenses
$1,355,854
Net increase / (decrease)
-$52,778
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sholley Agency, Inc.BROKER$30,604not reported in the loaded dataset
The Benecon GroupBROKER$21,149not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$5,968not reported in the loaded dataset
Sholley Agency, Inc.BROKER$2,408not reported in the loaded dataset
The Benecon GroupBROKER$1,616not reported in the loaded dataset
Capital BluecrossCARRIER$516not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$456not reported in the loaded dataset

Related Form 5500 pages