Farmers & Merchants Trust Company Group Health Plan — Form 5500 plan (Farmers And Merchants Trust Company)
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, Farmers & Merchants Trust Company Group Health Plan is a benefit plan reported by Farmers And Merchants Trust Company under EIN 23-0570230 and plan number 501. The latest loaded filing year is 2023. The filing reports 238 participants and $759,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers And Merchants Trust Company
- EIN
- 23-0570230
- Plan number
- 501
- Plan type
- 2
- Location
- Chambersburg, PA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $759,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20250714093056NAL0000741667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $759,745
- Total liabilities (EOY)
- $246,396
- Net assets (EOY)
- $513,349
- Net assets (BOY)
- $870,947
Income & contributions
- Employer contributions
- $2,415,466
- Participant contributions
- $606,527
- Total contributions
- $3,021,993
- Total income / additions
- $3,026,835
Expenses & distributions
- Benefits paid
- $2,384,612
- Administrative expenses
- $999,821
- Total expenses
- $3,384,433
- Net increase / (decrease)
- -$357,598
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unimerica Insurance Company | NONE | $817,281 | not reported in the loaded dataset | 2023 |
| L.R. Webber Associates | NONE | $67,733 | not reported in the loaded dataset | 2023 |
| The Benecon Group Inc | NONE | $28,146 | not reported in the loaded dataset | 2023 |
| Pbasc | NONE | $13,207 | not reported in the loaded dataset | 2023 |
| Highmark Blue Shield | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farmers And Merchants Trust Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Chambersburg, PA
- Unimerica Insurance Company — Schedule C compensation
- L.R. Webber Associates — Schedule C compensation
- The Benecon Group Inc — Schedule C compensation
- Pbasc — Schedule C compensation
- Highmark Blue Shield — Schedule C compensation