Plan5500

William J. White Educational And Behavioral Consulting Services, Inc. Employee Group Medical Plan — Form 5500 plan (William J. White Educational And Behavioral Consulting Services, Inc)

Plain-English plan 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, William J. White Educational And Behavioral Consulting Services, Inc. Employee Group Medical Plan is a benefit plan reported by William J. White Educational And Behavioral Consulting Services, Inc under EIN 02-0495095 and plan number 501. The latest loaded filing year is 2023. The filing reports 112 participants and $63,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
William J. White Educational And Behavioral Consulting Services, Inc
EIN
02-0495095
Plan number
501
Plan type
2
Location
Ashland, NH
Latest filing year
2023
Participants
112
End-of-year plan assets
$63,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023112I, C20240627140448NAL0011316033001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$63,103
Total liabilities (EOY)
$1,671
Net assets (EOY)
$61,432
Net assets (BOY)
-$91,904

Income & contributions

Employer contributions
$462,837
Participant contributions
$190,229
Total income / additions
$654,114

Expenses & distributions

Benefits paid
$204,935
Administrative expenses
$51,875
Total expenses
$500,778
Net increase / (decrease)
$153,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Health Plans, Inc.ADMIN$55,159not reported in the loaded dataset2023
Granite Group BenefitsBROKER$36,750not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$16,775not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,593not reported in the loaded dataset2023

Related Form 5500 pages