Plan5500

Mckonly & Asbury, Llp Health Plan — Form 5500 plan (Mckonly & Asbury, Llp)

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, Mckonly & Asbury, Llp Health Plan is a benefit plan reported by Mckonly & Asbury, Llp under EIN 23-1909723 and plan number 501. The latest loaded filing year is 2023. The filing reports 83 participants and $45,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mckonly & Asbury, Llp
EIN
23-1909723
Plan number
501
Plan type
2
Location
Camp Hill, PA
Latest filing year
2023
Participants
83
End-of-year plan assets
$45,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383I, C20240604132844NAL0040181122001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$45,557
Total liabilities (EOY)
$68,681
Net assets (EOY)
-$23,124
Net assets (BOY)
-$211,808

Income & contributions

Employer contributions
$627,315
Participant contributions
$213,169
Total income / additions
$847,197

Expenses & distributions

Benefits paid
$359,689
Administrative expenses
$3,783
Total expenses
$658,513
Net increase / (decrease)
$188,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon GroupBROKER$14,646not reported in the loaded dataset2023
Assured Partners (Ga)BROKER$9,700not reported in the loaded dataset2023
Assured Partners (Central Pa)BROKER$9,600not reported in the loaded dataset2023
Connectcare3, LLCPATIENT ADVOCATE$4,138not reported in the loaded dataset2023
Highmark Blue Shield (Central)CARRIER$3,783not reported in the loaded dataset2023

Related Form 5500 pages