Prospectus Associates, Inc. Health Plan — Form 5500 plan (Prospectus Associates, 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, Prospectus Associates, Inc. Health Plan is a benefit plan reported by Prospectus Associates, Inc. under EIN 23-2023612 and plan number 515. The latest loaded filing year is 2023. The filing reports 209 participants and $222,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Prospectus Associates, Inc.
EIN
23-2023612
Plan number
515
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
209
End-of-year plan assets
$222,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241002123536NAL0004009603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$222,306
Total liabilities (EOY)
$293,968
Net assets (EOY)
-$71,662
Net assets (BOY)
-$456,820

Income & contributions

Employer contributions
$2,563,567
Participant contributions
$164,579
Total contributions
$2,730,692
Total income / additions
$2,733,756

Expenses & distributions

Benefits paid
$2,242,719
Administrative expenses
$105,879
Total expenses
$2,348,598
Net increase / (decrease)
$385,158

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Univest InsuranceBROKER$69,930$02023
The Benecon Group, LLCBROKER$30,831$02023
Connectcare 3PATIENT ADVOCATE$10,710$02023

Related Form 5500 pages