Lvaic Group Health Plan — Form 5500 plan (Lehigh Valley Association Of Independent Colleges)

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, Lvaic Group Health Plan is a benefit plan reported by Lehigh Valley Association Of Independent Colleges under EIN 23-7077479 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,339 participants and $8,081,279 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lehigh Valley Association Of Independent Colleges
EIN
23-7077479
Plan number
501
Plan type
3
Location
Bethlehem, PA
Latest filing year
2023
Participants
1,339
End-of-year plan assets
$8,081,279

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,339H, C20250212152459NAL0037097568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,081,279
Total liabilities (EOY)
$3,217,835
Net assets (EOY)
$4,863,444
Net assets (BOY)
$5,144,037

Income & contributions

Employer contributions
$17,287,902
Participant contributions
$3,649,846
Total contributions
$20,937,748
Total income / additions
$21,213,224

Expenses & distributions

Benefits paid
$20,811,772
Administrative expenses
$682,045
Total expenses
$21,493,817
Net increase / (decrease)
-$280,593

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Advantage Assurance CompanyCONTRACT ADMINISTRATOR$387,565not reported in the loaded dataset2023
Usi Insurance ServicesCONSULTANT$170,000not reported in the loaded dataset2023
Magellan Rx Management, LLCPHARMACY BENEFIT MANAGEME$40,677not reported in the loaded dataset2023
Travels InsuranceNONE$14,985not reported in the loaded dataset2023
Baker Tilly Us, LlpAUDITOR$12,344not reported in the loaded dataset2023

Related Form 5500 pages