Plan5500

Heidler Roofing Services, Inc. Group Medical Plan — Form 5500 plan (Heidler Roofing Services, 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, Heidler Roofing Services, Inc. Group Medical Plan is a benefit plan reported by Heidler Roofing Services, Inc. under EIN 23-2389734 and plan number 502. The latest loaded filing year is 2023. The filing reports 45 participants and $395,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heidler Roofing Services, Inc.
EIN
23-2389734
Plan number
502
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
45
End-of-year plan assets
$395,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202345I, C20240925114820NAL0025321088001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$395,541
Total liabilities (EOY)
$2,469
Net assets (EOY)
$393,072
Net assets (BOY)
-$590,132

Income & contributions

Employer contributions
$385,459
Participant contributions
$128,915
Total income / additions
$535,172

Expenses & distributions

Benefits paid
-$693,787
Administrative expenses
$34,377
Total expenses
-$448,032
Net increase / (decrease)
$983,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AetnaADMIN$15,668not reported in the loaded dataset2023
Mcconkey Benefits & Financial ServBROKER$14,549not reported in the loaded dataset2023
BenefitmallADMIN$2,899not reported in the loaded dataset2023
The Benecon GroupBROKER$1,261not reported in the loaded dataset2023

Related Form 5500 pages