Aaa Central Penn Group Medical Plan — Form 5500 plan (Aaa Central Penn)
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, Aaa Central Penn Group Medical Plan is a benefit plan reported by Aaa Central Penn under EIN 23-1687512 and plan number 503. The latest loaded filing year is 2023. The filing reports 149 participants and $238,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aaa Central Penn
- EIN
- 23-1687512
- Plan number
- 503
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $238,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241003085134NAL0016718800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $238,726
- Total liabilities (EOY)
- $210,532
- Net assets (EOY)
- $28,194
- Net assets (BOY)
- $233,976
Income & contributions
- Employer contributions
- $1,809,314
- Participant contributions
- $305,977
- Total contributions
- $2,115,291
- Total income / additions
- $2,136,575
Expenses & distributions
- Benefits paid
- $2,297,814
- Administrative expenses
- $44,543
- Total expenses
- $2,342,357
- Net increase / (decrease)
- -$205,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcconkey Benefits & Financial Serv | BROKER | $44,025 | not reported in the loaded dataset | 2023 |
| Benefitmall | ADMIN | $8,762 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $3,765 | not reported in the loaded dataset | 2023 |
| Highmark | ADMIN | -$12,909 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aaa Central Penn
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Mcconkey Benefits & Financial Serv — Schedule C compensation
- Benefitmall — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Highmark — Schedule C compensation