Fairmount Homes Retirement Community Group Medical Plan — Form 5500 plan (Fairmount Homes)
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, Fairmount Homes Retirement Community Group Medical Plan is a benefit plan reported by Fairmount Homes under EIN 23-1680874 and plan number 502. The latest loaded filing year is 2023. The filing reports 122 participants and $401,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fairmount Homes
- EIN
- 23-1680874
- Plan number
- 502
- Plan type
- 2
- Location
- Ephrata, PA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $401,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20250122084954NAL0004298689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $401,264
- Total liabilities (EOY)
- $119,667
- Net assets (EOY)
- $281,597
- Net assets (BOY)
- $192,090
Income & contributions
- Employer contributions
- $1,436,860
- Participant contributions
- $296,346
- Total contributions
- $1,733,206
- Total income / additions
- $1,741,646
Expenses & distributions
- Benefits paid
- $1,170,182
- Administrative expenses
- $481,957
- Total expenses
- $1,652,139
- Net increase / (decrease)
- $89,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assured Partners (Central Pa) | BROKER | $22,215 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $19,653 | not reported in the loaded dataset | 2023 |
| Lr Webber | BROKER | $12,692 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $5,924 | not reported in the loaded dataset | 2023 |
| Highmark Blue Shield (Central) | ADMIN | $5,285 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fairmount Homes
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Ephrata, PA
- Assured Partners (Central Pa) — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Lr Webber — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Highmark Blue Shield (Central) — Schedule C compensation