Eagle River Homes, LLC Health And Welfare Plan — Form 5500 plan (Eagle River Homes LLC)

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, Eagle River Homes, LLC Health And Welfare Plan is a benefit plan reported by Eagle River Homes LLC under EIN 20-5144960 and plan number 502. The latest loaded filing year is 2023. The filing reports 91 participants and $413,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eagle River Homes LLC
EIN
20-5144960
Plan number
502
Plan type
2
Location
Leola, PA
Latest filing year
2023
Participants
91
End-of-year plan assets
$413,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202391I, C20240910091755NAL0012732658001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$413,814
Total liabilities (EOY)
$37,261
Net assets (EOY)
$376,553
Net assets (BOY)
$159,704

Income & contributions

Employer contributions
$576,229
Participant contributions
$287,192
Total income / additions
$872,873

Expenses & distributions

Benefits paid
$305,808
Administrative expenses
$7,428
Total expenses
$656,024
Net increase / (decrease)
$216,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harding-Yost InsuranceBROKER$24,634not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$19,782not reported in the loaded dataset2023
Capital Blue CrossADMIN$7,428not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$6,225not reported in the loaded dataset2023

Related Form 5500 pages