Lifepath, Inc. Employee Benefit Plan — Form 5500 plan (Lifepath, 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, Lifepath, Inc. Employee Benefit Plan is a benefit plan reported by Lifepath, Inc. under EIN 23-7402943 and plan number 506. The latest loaded filing year is 2023. The filing reports 555 participants and $2,485,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifepath, Inc.
- EIN
- 23-7402943
- Plan number
- 506
- Plan type
- 2
- Location
- Bethlehem, PA
- Latest filing year
- 2023
- Participants
- 555
- End-of-year plan assets
- $2,485,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 555 | H, C | 20241113153127NAL0037549586001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,485,752
- Total liabilities (EOY)
- $271,449
- Net assets (EOY)
- $2,214,303
- Net assets (BOY)
- $1,878,058
Income & contributions
- Employer contributions
- $6,472,873
- Participant contributions
- $1,179,916
- Total contributions
- $7,669,175
- Total income / additions
- $7,720,136
Expenses & distributions
- Benefits paid
- $6,837,213
- Administrative expenses
- $546,678
- Total expenses
- $7,383,891
- Net increase / (decrease)
- $336,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bsi Corporate Benefits | BROKER | $226,379 | not reported in the loaded dataset | 2023 |
| Capital Bluecross | ADMIN | $208,488 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $72,326 | not reported in the loaded dataset | 2023 |
| Delta Dental | ADMIN | $60,823 | not reported in the loaded dataset | 2023 |
| Innovu | BROKER | $24,200 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $21,812 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifepath, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bethlehem, PA
- Bsi Corporate Benefits — Schedule C compensation
- Capital Bluecross — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Delta Dental — Schedule C compensation
- Innovu — Schedule C compensation
- Connectcare3 — Schedule C compensation