Patriot Federal Credit Union Group Medical Plan — Form 5500 plan (Patriot Federal Credit Union)
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, Patriot Federal Credit Union Group Medical Plan is a benefit plan reported by Patriot Federal Credit Union under EIN 25-1150379 and plan number 511. The latest loaded filing year is 2023. The filing reports 159 participants and $163,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patriot Federal Credit Union
- EIN
- 25-1150379
- Plan number
- 511
- Plan type
- 2
- Location
- Chambersburg, PA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $163,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240925151033NAL0014535057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $163,161
- Total liabilities (EOY)
- $155,292
- Net assets (EOY)
- $7,869
- Net assets (BOY)
- -$133,713
Income & contributions
- Employer contributions
- $1,488,475
- Participant contributions
- $512,575
- Total contributions
- $2,001,050
- Total income / additions
- $2,003,938
Expenses & distributions
- Benefits paid
- $1,811,150
- Administrative expenses
- $51,206
- Total expenses
- $1,862,356
- Net increase / (decrease)
- $141,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benecon Group, LLC | BROKER | $30,810 | not reported in the loaded dataset | 2023 |
| Onedigital (Kop) | BROKER | $23,704 | not reported in the loaded dataset | 2023 |
| Onedigital Phil | BROKER | $23,166 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $9,779 | not reported in the loaded dataset | 2023 |
| Unitedhealthcare | ADMIN | -$303 | not reported in the loaded dataset | 2023 |
| Capital Bluecross | ADMIN | -$35,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patriot Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Chambersburg, PA
- The Benecon Group, LLC — Schedule C compensation
- Onedigital (Kop) — Schedule C compensation
- Onedigital Phil — Schedule C compensation
- Connectcare 3 — Schedule C compensation
- Unitedhealthcare — Schedule C compensation
- Capital Bluecross — Schedule C compensation