2023 Form 5500 filing — Simon & Simon 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 20250819143740NAL0004299218001) for Simon & Simon Group Medical Plan, reported by Simon & Simon, P.C. under EIN 27-1330426 and plan number 502. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250819143740NAL0004299218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simon & Simon, P.C.
- EIN
- 27-1330426
- Plan number
- 502
- Location
- Newtown Square, PA
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,406
- Employer contributions
- $328,691
- Participant contributions
- $377,907
- Total income / additions
- $708,386
- Benefits paid
- $568,956
- Administrative expenses
- $103,024
- Total expenses
- $671,980
- Net increase / (decrease)
- $36,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Philadelphia | BROKER | $25,960 | not reported in the loaded dataset |
| The Benecon Group LLC | BROKER | $23,393 | not reported in the loaded dataset |
| Independence Administrators | ADMIN | $21,995 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $7,229 | not reported in the loaded dataset |
| One Digital Kop | BROKER | -$4,200 | not reported in the loaded dataset |