2023 Form 5500 filing — Caddick Utilities, LLC 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 20250213101008NAL0022519857001) for Caddick Utilities, LLC Group Medical Plan, reported by Caddick Utilities, LLC under EIN 26-3945873 and plan number 502. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213101008NAL0022519857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caddick Utilities, LLC
- EIN
- 26-3945873
- Plan number
- 502
- Location
- Ambler, PA
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $894,741
- Total liabilities (EOY)
- $148,468
- Net assets (EOY)
- $746,273
- Employer contributions
- $2,266,883
- Total income / additions
- $2,282,435
- Benefits paid
- $919,706
- Administrative expenses
- $852,073
- Total expenses
- $1,771,779
- Net increase / (decrease)
- $510,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sterling Benefits, LLC | BROKER | $91,500 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $24,765 | not reported in the loaded dataset |
| Independence Administrators (Ia) | ADMIN | $23,048 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $8,174 | not reported in the loaded dataset |