Plan5500

Engle-Hambright & Davies, Inc. Group Medical Plan — Form 5500 plan (Engle-Hambright & Davies, 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, Engle-Hambright & Davies, Inc. Group Medical Plan is a benefit plan reported by Engle-Hambright & Davies, Inc. under EIN 23-0558310 and plan number 502. The latest loaded filing year is 2023. The filing reports 108 participants and $560,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Engle-Hambright & Davies, Inc.
EIN
23-0558310
Plan number
502
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
108
End-of-year plan assets
$560,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023108I, C20240604141844NAL0019683169001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$560,379
Total liabilities (EOY)
$95,654
Net assets (EOY)
$464,725
Net assets (BOY)
$433,047

Income & contributions

Employer contributions
$1,594,868
Participant contributions
$310,094
Total income / additions
$1,919,165

Expenses & distributions

Benefits paid
$834,985
Administrative expenses
$45,394
Total expenses
$1,887,487
Net increase / (decrease)
$31,678

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle-Hambright & Davies, Inc.BROKER$50,925not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$45,394not reported in the loaded dataset2023
The Benecon GroupBROKER$25,091not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$7,082not reported in the loaded dataset2023

Related Form 5500 pages