Global Disciples Employee Benefit Plan — Form 5500 plan (Global Disciples)

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, Global Disciples Employee Benefit Plan is a benefit plan reported by Global Disciples under EIN 23-2854114 and plan number 501. The latest loaded filing year is 2023. The filing reports 32 participants and $161,895 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$95.9KPlan net assets, end of year$95,930
Participants32Covered participants reported
Assets / participant$5.1KComputed: assets ÷ participants$5,059 (computed)
Provider compensation$21.5K4 Schedule C provider row(s)$21,468
Plan sponsor
Global Disciples
EIN
23-2854114
Plan number
501
Plan type
2
Location
Lancaster, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202332I, C20250917132740NAL0000605408001
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)$161.9K total assets
Net assets$95.9KLiabilities$66K
Money in vs. money out
Total income / additions$542.6K
Total expenses$446.6K
Benefits paid / distributions$184.1K
Contributions
Employer$535.2K
Participant$6.3K
Full reported line items

Net assets

Total assets (EOY)
$161,895
Total liabilities (EOY)
$65,965
Net assets (EOY)
$95,930
Net assets (BOY)
$0

Income & contributions

Employer contributions
$535,227
Participant contributions
$6,316
Total income / additions
$542,579

Expenses & distributions

Benefits paid
$184,105
Administrative expenses
$0
Total expenses
$446,649
Net increase / (decrease)
$95,930
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.

Contribution share (employer vs. participant)
Employer 99%Participant 1%
Total expenses ÷ net assets466%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets22%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fnl Insurance Group (Frank N. LotmaBROKER$9,275not reported in the loaded dataset2023
The Benecon GroupBROKER$8,197not reported in the loaded dataset2023
Silberstein Insurance Group (AleraBROKER$2,205not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,791not reported in the loaded dataset2023

Related Form 5500 pages