2023 Form 5500 filing — Shared Services Health 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 20250415132133NAL0001506883001) for Shared Services Health Plan, reported by Shared Services Consortium, LLC under EIN 25-1882792 and plan number 501. It reports 2,811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250415132133NAL0001506883001
Filing year
2023
Form type
3
Plan sponsor
Shared Services Consortium, LLC
EIN
25-1882792
Plan number
501
Location
Lititz, PA
Participants
2,811
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,540,945
Total liabilities (EOY)
$1,706,777
Net assets (EOY)
$15,834,168
Employer contributions
$36,721,232
Participant contributions
$9,319,573
Total income / additions
$57,354,656
Benefits paid
$57,814,929
Administrative expenses
$1,711,208
Total expenses
$59,526,137
Net increase / (decrease)
-$2,171,481
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Highmark Inc.NONE$688,528$0
The Benecon GroupNONE$621,326not reported in the loaded dataset
Geisinger Indemnity Insurance Co.NONE$119,807not reported in the loaded dataset
Henderson BrothersNONE$95,119not reported in the loaded dataset
UmrNONE$72,672not reported in the loaded dataset
UpmcNONE$60,227not reported in the loaded dataset
Tompkins Insurance AgencyNONE$34,320not reported in the loaded dataset
Independence AdministratorsNONE$32,724not reported in the loaded dataset
Strickler Agency, Inc.NONE$29,198not reported in the loaded dataset
Empirx HealthNONE$24,166not reported in the loaded dataset
InnovuNONE$14,824not reported in the loaded dataset
TruescriptsNONE$14,696not reported in the loaded dataset
Susquehanna InsuranceNONE$9,590not reported in the loaded dataset
Bsi Corporate Benefits LLCNONE$8,900not reported in the loaded dataset

Related Form 5500 pages