Plan5500

Cavallo Automotive Medical Plan — Form 5500 plan (Cavallo Automotive, 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, Cavallo Automotive Medical Plan is a benefit plan reported by Cavallo Automotive, Inc. under EIN 26-2876689 and plan number 501. The latest loaded filing year is 2023. The filing reports 48 participants and $28,383 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$26.9KPlan net assets, end of year-$26,904
Participants48Covered participants reported
Assets / participant$591Computed: assets ÷ participants$591 (computed)
Provider compensation$46.7K4 Schedule C provider row(s)$46,707
Plan sponsor
Cavallo Automotive, Inc.
EIN
26-2876689
Plan number
501
Plan type
2
Location
West Chester, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    48 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.4K total assets
Net assets-$26.9KLiabilities$55.3K
Money in vs. money out
Total income / additions$573.8K
Total expenses$590K
Benefits paid / distributions$330.4K
Contributions
Employer$413.9K
Participant$158.7K
Full reported line items

Net assets

Total assets (EOY)
$28,383
Total liabilities (EOY)
$55,287
Net assets (EOY)
-$26,904
Net assets (BOY)
-$10,687

Income & contributions

Employer contributions
$413,918
Participant contributions
$158,733
Total income / additions
$573,783

Expenses & distributions

Benefits paid
$330,409
Administrative expenses
$7,674
Total expenses
$590,000
Net increase / (decrease)
-$16,217
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 72%Participant 28%
Benefits paid ÷ total income58%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Patriot (The Safegard Group, Inc.)$22.2K
    BROKER · Direct $22.2K
  2. 2
    The Benecon Group, LLC$13.8K
    BROKER · Direct $13.8K
  3. 3
    Meritain Health, An Aetna Company$7.7K
    ADMIN · Direct $7.7K
  4. 4
    Connectcare3$3K
    PATIENT ADVOCATE · Direct $3K

What to inspect next

Frequently asked questions

Who sponsors the Cavallo Automotive Medical Plan?
Cavallo Automotive Medical Plan is reported as sponsored by Cavallo Automotive, Inc. (EIN 26-2876689, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cavallo Automotive Medical Plan?
The latest Form 5500 filing year loaded for Cavallo Automotive Medical Plan is 2023.
How many participants does Cavallo Automotive Medical Plan report?
Cavallo Automotive Medical Plan reports 48 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Cavallo Automotive Medical Plan?
Cavallo Automotive Medical Plan reports $28,383 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages