E.K. Mcconkey & Co., Inc. Group Medical Plan — Form 5500 plan (E.K. Mcconkey & Co., 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, E.K. Mcconkey & Co., Inc. Group Medical Plan is a benefit plan reported by E.K. Mcconkey & Co., Inc. under EIN 23-2385085 and plan number 502. The latest loaded filing year is 2023. The filing reports 97 participants and $577,246 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$577.2KPlan net assets, end of year$577,246
Participants97Covered participants reported
Assets / participant$6KComputed: assets ÷ participants$5,951 (computed)
Provider compensation$48.6K4 Schedule C provider row(s)$48,580
- Plan sponsor
- E.K. Mcconkey & Co., Inc.
- EIN
- 23-2385085
- Plan number
- 502
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 97 | I, C | 20250129092624NAL0015902065001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$577.2K total assets
Net assets$577.2KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $577,246
- Net assets (EOY)
- $577,246
- Net assets (BOY)
- $746,563
Income & contributions
- Employer contributions
- $1,098,220
- Participant contributions
- $250,843
- Total income / additions
- $1,407,409
Expenses & distributions
- Benefits paid
- $1,004,909
- Administrative expenses
- $49,480
- Total expenses
- $1,576,726
- Net increase / (decrease)
- -$169,317
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
81%19%
Employer 81%Participant 19%
Total expenses ÷ net assets273%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets8%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcconkey Benefits & Financial Serv | BROKER | $35,947 | not reported in the loaded dataset | 2023 |
| Benefitmall | ADMIN | $7,221 | not reported in the loaded dataset | 2023 |
| Highmark | ADMIN | $3,409 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $2,003 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E.K. Mcconkey & Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Mcconkey Benefits & Financial Serv — Schedule C compensation
- Benefitmall — Schedule C compensation
- Highmark — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation