Ivystone Group, LLC Group Benefit Plan — Form 5500 plan (Ivystone Group, 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, Ivystone Group, LLC Group Benefit Plan is a benefit plan reported by Ivystone Group, LLC under EIN 27-1347054 and plan number 501. The latest loaded filing year is 2023. The filing reports 71 participants and $109,769 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.8KPlan net assets, end of year$42,764
Participants71Covered participants reported
Assets / participant$1.5KComputed: assets ÷ participants$1,546 (computed)
Provider compensation$76.8K4 Schedule C provider row(s)$76,811
Plan sponsor
Ivystone Group, LLC
EIN
27-1347054
Plan number
501
Plan type
3
Location
Exton, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202371I, C20241015163049NAL0030348657001
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)$109.8K total assets
Net assets$42.8KLiabilities$67K
Money in vs. money out
Total income / additions$889.2K
Total expenses$849.4K
Benefits paid / distributions$502.7K
Contributions
Employer$640K
Participant$246.5K
Full reported line items

Net assets

Total assets (EOY)
$109,769
Total liabilities (EOY)
$67,005
Net assets (EOY)
$42,764
Net assets (BOY)
$2,913

Income & contributions

Employer contributions
$639,990
Participant contributions
$246,460
Total income / additions
$889,225

Expenses & distributions

Benefits paid
$502,739
Administrative expenses
$43,591
Total expenses
$849,374
Net increase / (decrease)
$39,851
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%
Total expenses ÷ net assets1986%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets180%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trustmark Health Benefits, Inc.ADMIN$43,591not reported in the loaded dataset2023
The Benecon GroupBROKER$14,872not reported in the loaded dataset2023
Onedigital (Philadelphia)BROKER$14,148not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,200not reported in the loaded dataset2023

Related Form 5500 pages