Plan5500

Occupational Services Inc. Employee Benefit Plan — Form 5500 plan (Occupational Services 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, Occupational Services Inc. Employee Benefit Plan is a benefit plan reported by Occupational Services Inc under EIN 23-1507464 and plan number 501. The latest loaded filing year is 2023. The filing reports 32 participants and $62,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Occupational Services Inc
EIN
23-1507464
Plan number
501
Plan type
2
Location
Chambersburg, PA
Latest filing year
2023
Participants
32
End-of-year plan assets
$62,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202332I, C20250324100511NAL0012543777001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$62,514
Total liabilities (EOY)
$71,473
Net assets (EOY)
-$8,959
Net assets (BOY)
$607,593

Income & contributions

Employer contributions
$412,861
Participant contributions
$38,577
Total income / additions
$454,671

Expenses & distributions

Benefits paid
$865,389
Administrative expenses
$3,976
Total expenses
$1,071,223
Net increase / (decrease)
-$616,552

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strickler Agency, Inc.BROKER$10,500not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$8,747not reported in the loaded dataset2023
Capital BluecrossADMIN$3,756not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,911not reported in the loaded dataset2023

Related Form 5500 pages