2023 Form 5500 filing — Whitemarsh Continuing Care Retirement Community 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 20250514181848NAL0019264721001) for Whitemarsh Continuing Care Retirement Community Group Medical Plan, reported by Whitemarsh Continuing Care Retirement Community under EIN 83-0344521 and plan number 502. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514181848NAL0019264721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitemarsh Continuing Care Retirement Community
- EIN
- 83-0344521
- Plan number
- 502
- Location
- Lafayette Hill, PA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,113
- Total liabilities (EOY)
- $203,860
- Net assets (EOY)
- -$151,747
- Employer contributions
- $1,422,689
- Participant contributions
- $483,922
- Total income / additions
- $1,909,395
- Benefits paid
- $1,620,632
- Administrative expenses
- $100,775
- Total expenses
- $1,721,407
- Net increase / (decrease)
- $187,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Administrators | ADMIN | $52,479 | not reported in the loaded dataset |
| The Benecon Group LLC | BROKER | $33,798 | not reported in the loaded dataset |
| Lr Webber | BROKER | $24,440 | not reported in the loaded dataset |
| Connect Care 3 | PATIENT ADVOCATE | $7,276 | not reported in the loaded dataset |