2023 Form 5500 filing — Lebanon Valley Brethren Home 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 20250408113605NAL0018005601001) for Lebanon Valley Brethren Home Group Medical Plan, reported by Lebanon Valley Brethren Home under EIN 23-7404857 and plan number 502. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408113605NAL0018005601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lebanon Valley Brethren Home
- EIN
- 23-7404857
- Plan number
- 502
- Location
- Palmyra, PA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,125,317
- Total liabilities (EOY)
- $251,911
- Net assets (EOY)
- $873,406
- Employer contributions
- $1,754,742
- Participant contributions
- $379,255
- Total income / additions
- $2,158,238
- Benefits paid
- $1,926,834
- Administrative expenses
- $41,789
- Total expenses
- $1,968,623
- Net increase / (decrease)
- $189,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benecon Group LLC | BROKER | $29,244 | not reported in the loaded dataset |
| Lr Webber | BROKER | $23,942 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $8,996 | not reported in the loaded dataset |