Matheny School And Hospital, Inc. Health & Welfare Plan — Form 5500 plan (Matheny Medical & Educational Center)
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, Matheny School And Hospital, Inc. Health & Welfare Plan is a benefit plan reported by Matheny Medical & Educational Center under EIN 22-1482276 and plan number 501. The latest loaded filing year is 2023. The filing reports 519 participants and $158,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matheny Medical & Educational Center
- EIN
- 22-1482276
- Plan number
- 501
- Plan type
- 2
- Location
- Peapeck, NJ
- Latest filing year
- 2023
- Participants
- 519
- End-of-year plan assets
- $158,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 519 | H, C | 20250317080611NAL0001537105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $158,612
- Net assets (BOY)
- $77,218
Income & contributions
- Employer contributions
- $4,482,345
- Participant contributions
- $2,016,484
- Total contributions
- $6,498,829
- Total income / additions
- $6,503,575
Expenses & distributions
- Benefits paid
- $6,119,333
- Administrative expenses
- $302,848
- Total expenses
- $6,422,181
- Net increase / (decrease)
- $81,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Continental Benefits | CLAIMS PROCESSING | $118,297 | not reported in the loaded dataset | 2023 |
| Innovative Benefit Planning | NONE | $81,942 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance | NONE | $76,409 | not reported in the loaded dataset | 2023 |
| American Health Holdings | NONE | $10,630 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Matheny Medical & Educational Center
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Peapeck, NJ
- Continental Benefits — Schedule C compensation
- Innovative Benefit Planning — Schedule C compensation
- Aetna Life Insurance — Schedule C compensation
- American Health Holdings — Schedule C compensation