Plan5500

Form-Up Foundations, LLC Employee Group Medical Plan — Form 5500 plan (Form-Up Foundations, LLC)

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, Form-Up Foundations, LLC Employee Group Medical Plan is a benefit plan reported by Form-Up Foundations, LLC under EIN 27-1080938 and plan number 501. The latest loaded filing year is 2023. The filing reports 35 participants and $58,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Form-Up Foundations, LLC
EIN
27-1080938
Plan number
501
Plan type
2
Location
Rindge, NH
Latest filing year
2023
Participants
35
End-of-year plan assets
$58,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335I, C20240613101002NAL0016315283001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$58,161
Total liabilities (EOY)
$6,711
Net assets (EOY)
$51,450
Net assets (BOY)
$0

Income & contributions

Employer contributions
$178,162
Participant contributions
$96,602
Total income / additions
$275,568

Expenses & distributions

Benefits paid
$82,909
Administrative expenses
$24,044
Total expenses
$224,118
Net increase / (decrease)
$51,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Health Plans, IncADMIN$25,842not reported in the loaded dataset2023
Richards, Inc.BROKER$14,455not reported in the loaded dataset2023
The Benecon GroupBROKER$10,019not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,189not reported in the loaded dataset2023

Related Form 5500 pages