M Simon Zook Co Welfare Benefit Plan — Form 5500 plan (M Simon Zook Co)
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, M Simon Zook Co Welfare Benefit Plan is a benefit plan reported by M Simon Zook Co under EIN 23-1496543 and plan number 502. The latest loaded filing year is 2023. The filing reports 234 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M Simon Zook Co
- EIN
- 23-1496543
- Plan number
- 502
- Plan type
- 2
- Location
- Honey Brook, PA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | C | 20241118100719NAL0000774803001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delta Dental Of Pennsylvania | ADMIN | $18,844 | not reported in the loaded dataset | 2023 |
| United Of Omaha Life Insurance Co | ADMIN | $3,539 | not reported in the loaded dataset | 2023 |
| Mcconkey Benefits & Financial Serv | BROKER | $2,186 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for M Simon Zook Co
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Honey Brook, PA
- Delta Dental Of Pennsylvania — Schedule C compensation
- United Of Omaha Life Insurance Co — Schedule C compensation
- Mcconkey Benefits & Financial Serv — Schedule C compensation