2023 Form 5500 filing — Brown-Daub Inc Health Reimbursement Arrangement 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 20250210150331NAL0031906416001) for Brown-Daub Inc Health Reimbursement Arrangement Plan, reported by Brown-Daub Inc under EIN 24-0535610 and plan number 503. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250210150331NAL0031906416001
Filing year
2023
Form type
2
Plan sponsor
Brown-Daub Inc
EIN
24-0535610
Plan number
503
Location
Easton, PA
Participants
135
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$855,373
Total liabilities (EOY)
$13,660
Net assets (EOY)
$841,713
Employer contributions
$1,254,570
Participant contributions
$588,400
Total income / additions
$1,857,819
Benefits paid
$1,281,222
Administrative expenses
$94,672
Total expenses
$1,375,894
Net increase / (decrease)
$481,925
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Engle Hambright & Davies, Inc.BROKER$51,843not reported in the loaded dataset
The Benecon Group, LLCBROKER$24,726not reported in the loaded dataset
Capital Blue CrossADMIN$9,526not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$8,577not reported in the loaded dataset

Related Form 5500 pages