Morningstar Senior Living, Inc. Group Health Plan — Form 5500 plan (Morningstar Senior Living, 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, Morningstar Senior Living, Inc. Group Health Plan is a benefit plan reported by Morningstar Senior Living, Inc. under EIN 22-2717623 and plan number 502. The latest loaded filing year is 2023. The filing reports 157 participants and $830,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morningstar Senior Living, Inc.
- EIN
- 22-2717623
- Plan number
- 502
- Plan type
- 2
- Location
- Nazareth, PA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $830,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241015211348NAL0029684337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $830,096
- Total liabilities (EOY)
- $186,621
- Net assets (EOY)
- $643,475
- Net assets (BOY)
- $641,791
Income & contributions
- Employer contributions
- $1,924,787
- Participant contributions
- $367,376
- Total contributions
- $2,292,163
- Total income / additions
- $2,304,246
Expenses & distributions
- Benefits paid
- $1,547,829
- Administrative expenses
- $754,733
- Total expenses
- $2,302,562
- Net increase / (decrease)
- $1,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unimerica Insurance Company | NONE | $693,634 | not reported in the loaded dataset | 2023 |
| Lr Webber Associates | NONE | $31,349 | not reported in the loaded dataset | 2023 |
| The Benecon Group | NONE | $22,784 | not reported in the loaded dataset | 2023 |
| Connectcare3 | NONE | $6,968 | not reported in the loaded dataset | 2023 |
| Highmark | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morningstar Senior Living, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Nazareth, PA
- Unimerica Insurance Company — Schedule C compensation
- Lr Webber Associates — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Highmark — Schedule C compensation