2023 Form 5500 filing — Matheny School And Hospital, Inc. Health & Welfare 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 20250317080611NAL0001537105001) for Matheny School And Hospital, Inc. Health & Welfare Plan, reported by Matheny Medical & Educational Center under EIN 22-1482276 and plan number 501. It reports 519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317080611NAL0001537105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Matheny Medical & Educational Center
- EIN
- 22-1482276
- Plan number
- 501
- Location
- Peapeck, NJ
- Participants
- 519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,612
- Employer contributions
- $4,482,345
- Participant contributions
- $2,016,484
- Total income / additions
- $6,503,575
- Benefits paid
- $6,119,333
- Administrative expenses
- $302,848
- Total expenses
- $6,422,181
- Net increase / (decrease)
- $81,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Continental Benefits | CLAIMS PROCESSING | $118,297 | not reported in the loaded dataset |
| Innovative Benefit Planning | NONE | $81,942 | not reported in the loaded dataset |
| Aetna Life Insurance | NONE | $76,409 | not reported in the loaded dataset |
| American Health Holdings | NONE | $10,630 | not reported in the loaded dataset |