Thomas E. Strauss, Inc. Group Medical Plan — Form 5500 plan (Thomas E. Strauss, 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, Thomas E. Strauss, Inc. Group Medical Plan is a benefit plan reported by Thomas E. Strauss, Inc. under EIN 23-1694101 and plan number 501. The latest loaded filing year is 2023. The filing reports 57 participants and $21,329 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas E. Strauss, Inc.
EIN
23-1694101
Plan number
501
Plan type
2
Location
Ronks, PA
Latest filing year
2023
Participants
57
End-of-year plan assets
$21,329

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202357I, C20240716165614NAL0005090016001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$21,329
Total liabilities (EOY)
$14,588
Net assets (EOY)
$6,741
Net assets (BOY)
$0

Income & contributions

Employer contributions
$87,848
Participant contributions
$19,515
Total income / additions
$108,490

Expenses & distributions

Benefits paid
$52,569
Administrative expenses
$0
Total expenses
$101,749
Net increase / (decrease)
$6,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assured Partners (Central Pa)BROKER$3,432not reported in the loaded dataset2023
The Benecon GroupBROKER$2,012not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$568not reported in the loaded dataset2023

Related Form 5500 pages