Metropolitan Management Group, Inc. Employee Benefit Plan — Form 5500 plan (Metropolitan Management Group)

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, Metropolitan Management Group, Inc. Employee Benefit Plan is a benefit plan reported by Metropolitan Management Group under EIN 23-2807918 and plan number 501. The latest loaded filing year is 2023. The filing reports 109 participants and $94,214 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metropolitan Management Group
EIN
23-2807918
Plan number
501
Plan type
2
Location
Wyomissing, PA
Latest filing year
2023
Participants
109
End-of-year plan assets
$94,214

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109I, C20240619080742NAL0003735825001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$94,214
Total liabilities (EOY)
$71,746
Net assets (EOY)
$22,468
Net assets (BOY)
-$32,667

Income & contributions

Employer contributions
$680,217
Participant contributions
$498,371
Total income / additions
$1,180,418

Expenses & distributions

Benefits paid
$662,907
Administrative expenses
$18,726
Total expenses
$1,125,283
Net increase / (decrease)
$55,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$49,679not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$25,467not reported in the loaded dataset2023
Capital BluecrossADMIN$18,726not reported in the loaded dataset2023
Connectcare3, LLCPATIENT ADVOCATE$7,186not reported in the loaded dataset2023

Related Form 5500 pages