Wagman, Inc. Employee Welfare Benefit Plan And Trust — Form 5500 plan (Wagman, 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, Wagman, Inc. Employee Welfare Benefit Plan And Trust is a benefit plan reported by Wagman, Inc. under EIN 23-2200489 and plan number 502. The latest loaded filing year is 2023. The filing reports 304 participants and $680,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wagman, Inc.
- EIN
- 23-2200489
- Plan number
- 502
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $680,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241008145859NAL0034154434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $680,228
- Total liabilities (EOY)
- $882,790
- Net assets (EOY)
- -$202,562
- Net assets (BOY)
- $1,065,063
Income & contributions
- Employer contributions
- $2,497,355
- Participant contributions
- $2,174,535
- Total contributions
- $4,671,890
- Total income / additions
- $4,689,896
Expenses & distributions
- Benefits paid
- $5,308,311
- Administrative expenses
- $649,210
- Total expenses
- $5,957,521
- Net increase / (decrease)
- -$1,267,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthnow Administrative Services | CLAIMS PROCESSING | $4,303,835 | $0 | 2023 |
| Health Equity Inc | FSA CLAIMS | $307,196 | $0 | 2023 |
| United Concordia | DENTAL | $199,748 | $0 | 2023 |
| Oss Health | CLAIMS PROCESSING | $197,083 | $0 | 2023 |
| Epls, LLC | PRESCRIPTIONS | $126,871 | $0 | 2023 |
| Accolade, Inc | PATIENT ADVOCACY | $113,686 | $0 | 2023 |
| Fidelity Security Life Insurance Co | VISION | $34,701 | $0 | 2023 |
| American Insurance Administrators | BENEFIT SOFTWARE | $20,748 | $0 | 2023 |
| Mazzitti & Sullivan Counseling Serv | EAP | $13,365 | $0 | 2023 |
| Mckonley & Asbury LLC | ACCOUNTING AUDIT | $13,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wagman, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Healthnow Administrative Services — Schedule C compensation
- Health Equity Inc — Schedule C compensation
- United Concordia — Schedule C compensation
- Oss Health — Schedule C compensation
- Epls, LLC — Schedule C compensation
- Accolade, Inc — Schedule C compensation
- Fidelity Security Life Insurance Co — Schedule C compensation
- American Insurance Administrators — Schedule C compensation
- Mazzitti & Sullivan Counseling Serv — Schedule C compensation
- Mckonley & Asbury LLC — Schedule C compensation