M Simon Zook Co Group Medical 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 Group Medical Plan is a benefit plan reported by M Simon Zook Co under EIN 23-1496543 and plan number 503. The latest loaded filing year is 2023. The filing reports 185 participants and $1,222,655 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
- 503
- Plan type
- 2
- Location
- Honey Brook, PA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $1,222,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241118100600NAL0001953360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,222,655
- Total liabilities (EOY)
- $237,000
- Net assets (EOY)
- $985,655
- Net assets (BOY)
- $916,861
Income & contributions
- Employer contributions
- $2,848,161
- Participant contributions
- $347,274
- Total contributions
- $3,195,435
- Total income / additions
- $3,551,377
Expenses & distributions
- Benefits paid
- $3,336,053
- Administrative expenses
- $146,530
- Total expenses
- $3,482,583
- Net increase / (decrease)
- $68,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | ADMIN | $61,701 | not reported in the loaded dataset | 2023 |
| Mcconkey Benefits & Financial Svc | BROKER | $61,267 | not reported in the loaded dataset | 2023 |
| Benefitmall | ADMIN | $12,034 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $4,373 | 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
- Aetna — Schedule C compensation
- Mcconkey Benefits & Financial Svc — Schedule C compensation
- Benefitmall — Schedule C compensation
- The Benecon Group — Schedule C compensation