Plan5500

The Burdick Companies Medical Trust — Form 5500 plan (Drivers Village, 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, The Burdick Companies Medical Trust is a benefit plan reported by Drivers Village, Inc. under EIN 16-1614967 and plan number 503. The latest loaded filing year is 2023. The filing reports 234 participants and $1,901,111 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drivers Village, Inc.
EIN
16-1614967
Plan number
503
Plan type
2
Location
Cicero, NY
Latest filing year
2023
Participants
234
End-of-year plan assets
$1,901,111

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241010123802NAL0020080769002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,901,111
Total liabilities (EOY)
$221,023
Net assets (EOY)
$1,680,088
Net assets (BOY)
$2,175,000

Income & contributions

Employer contributions
$1,555,882
Participant contributions
$729,940
Total contributions
$2,886,193
Total income / additions
$2,886,193

Expenses & distributions

Benefits paid
$3,119,624
Administrative expenses
$261,481
Total expenses
$3,381,105
Net increase / (decrease)
-$494,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Excellus Blue Cross Blue ShieldADMINISTRATION$120,474not reported in the loaded dataset2023
Delta Dental Insurance CompanyADMINISTRATION$22,125not reported in the loaded dataset2023
Express Scripts, Inc.ADMINISTRATION$11,496not reported in the loaded dataset2023

Related Form 5500 pages