Belco Community Credit Union Health And Welfare Plan — Form 5500 plan (Belco Community Credit Union)
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, Belco Community Credit Union Health And Welfare Plan is a benefit plan reported by Belco Community Credit Union under EIN 23-1445884 and plan number 511. The latest loaded filing year is 2023. The filing reports 196 participants and $306,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belco Community Credit Union
- EIN
- 23-1445884
- Plan number
- 511
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $306,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241011084224NAL0010737475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $306,068
- Total liabilities (EOY)
- $526,805
- Net assets (EOY)
- -$220,737
- Net assets (BOY)
- -$216,006
Income & contributions
- Employer contributions
- $2,237,739
- Participant contributions
- $514,225
- Total contributions
- $2,763,507
- Total income / additions
- $2,766,817
Expenses & distributions
- Benefits paid
- $2,718,343
- Administrative expenses
- $53,205
- Total expenses
- $2,771,548
- Net increase / (decrease)
- -$4,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benecon Group, LLC | BROKER | $36,373 | not reported in the loaded dataset | 2023 |
| Onedigital (Kop) | BROKER | $24,948 | not reported in the loaded dataset | 2023 |
| Onedigital (Philadelphia) | ADMIN | $24,549 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $12,635 | not reported in the loaded dataset | 2023 |
| Capital Blue Cross | ADMIN | -$45,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belco Community Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- The Benecon Group, LLC — Schedule C compensation
- Onedigital (Kop) — Schedule C compensation
- Onedigital (Philadelphia) — Schedule C compensation
- Connectcare 3 — Schedule C compensation
- Capital Blue Cross — Schedule C compensation