Plan5500

Listrak Inc. Flexible Benefits Plan — Form 5500 plan (Listrak 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, Listrak Inc. Flexible Benefits Plan is a benefit plan reported by Listrak Inc. under EIN 23-3025990 and plan number 501. The latest loaded filing year is 2023. The filing reports 361 participants and $48,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Listrak Inc.
EIN
23-3025990
Plan number
501
Plan type
2
Location
Lititz, PA
Latest filing year
2023
Participants
361
End-of-year plan assets
$48,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241011100914NAL0038399104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,479
Total liabilities (EOY)
$255,412
Net assets (EOY)
-$206,933
Net assets (BOY)
-$134,283

Income & contributions

Employer contributions
$2,718,745
Participant contributions
$835,961
Total contributions
$3,579,912
Total income / additions
$3,584,522

Expenses & distributions

Benefits paid
$3,474,473
Administrative expenses
$182,699
Total expenses
$3,657,172
Net increase / (decrease)
-$72,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle Hambright & Davies, Inc.BROKER$83,902not reported in the loaded dataset2023
The Benecon GroupBROKER$56,903not reported in the loaded dataset2023
Capital BluecrossADMIN$52,586not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$19,767not reported in the loaded dataset2023

Related Form 5500 pages