Aberdeen Road Company Group Medical Plan — Form 5500 plan (Aberdeen Road Company)

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, Aberdeen Road Company Group Medical Plan is a benefit plan reported by Aberdeen Road Company under EIN 23-3009384 and plan number 502. The latest loaded filing year is 2023. The filing reports 100 participants and $468,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aberdeen Road Company
EIN
23-3009384
Plan number
502
Plan type
2
Location
Emigsville, PA
Latest filing year
2023
Participants
100
End-of-year plan assets
$468,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023100I, C20240906105937NAL0000541811001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$468,254
Total liabilities (EOY)
$182,037
Net assets (EOY)
$286,217
Net assets (BOY)
$153,865

Income & contributions

Employer contributions
$1,168,156
Participant contributions
$347,639
Total income / additions
$1,528,731

Expenses & distributions

Benefits paid
$980,331
Administrative expenses
$77,365
Total expenses
$1,396,379
Net increase / (decrease)
$132,352

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
HighmarkADMIN$39,723not reported in the loaded dataset2023
Mcconkey Benefits & Financial ServBROKER$28,856not reported in the loaded dataset2023
Benefit MallADMIN$5,693not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$2,195not reported in the loaded dataset2023

Related Form 5500 pages