2023 Form 5500 filing — Rex Heat Treat - Lansdale, 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 20250212091519NAL0011478579001) for Rex Heat Treat - Lansdale, Inc. Employee Benefit Plan, reported by Rex Heat Treat Lansdale under EIN 23-2113181 and plan number 502. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212091519NAL0011478579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rex Heat Treat Lansdale
- EIN
- 23-2113181
- Plan number
- 502
- Location
- Lansdale, PA
- Participants
- 58
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,641
- Total liabilities (EOY)
- $83,579
- Net assets (EOY)
- -$40,938
- Employer contributions
- $900,460
- Participant contributions
- $195,155
- Total income / additions
- $1,107,707
- Benefits paid
- $792,084
- Administrative expenses
- $29,865
- Total expenses
- $1,092,766
- Net increase / (decrease)
- $14,941
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $29,865 | not reported in the loaded dataset |
| Cbiz, Inc. - Pa | BROKER | $26,320 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $12,732 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVISOR | $3,593 | not reported in the loaded dataset |