Plan5500

Herbert, Rowland & Grubic, Inc. Group Medical Plan — Form 5500 plan (Herbert, Rowland & Grubic, 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, Herbert, Rowland & Grubic, Inc. Group Medical Plan is a benefit plan reported by Herbert, Rowland & Grubic, Inc. under EIN 23-1609730 and plan number 502. The latest loaded filing year is 2023. The filing reports 241 participants and $685,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Herbert, Rowland & Grubic, Inc.
EIN
23-1609730
Plan number
502
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
241
End-of-year plan assets
$685,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20240730120153NAL0013357779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$685,974
Total liabilities (EOY)
$116,049
Net assets (EOY)
$569,925
Net assets (BOY)
$409,220

Income & contributions

Employer contributions
$3,028,245
Participant contributions
$566,799
Total contributions
$3,595,044
Total income / additions
$3,636,092

Expenses & distributions

Benefits paid
$3,269,162
Administrative expenses
$206,225
Total expenses
$3,475,387
Net increase / (decrease)
$160,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
HighmarkADMIN$89,305not reported in the loaded dataset2023
Mcconkey Benefits & Financial ServBROKER$81,833not reported in the loaded dataset2023
BenefitmallADMIN$16,286not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$6,998not reported in the loaded dataset2023

Related Form 5500 pages