Lionheart Industrial Group LLC Health Benefit Plan — Form 5500 plan (Lionheart Industrial 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, Lionheart Industrial Group LLC Health Benefit Plan is a benefit plan reported by Lionheart Industrial Group LLC under EIN 30-0873984 and plan number 501. The latest loaded filing year is 2023. The filing reports 95 participants and $119,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lionheart Industrial Group LLC
- EIN
- 30-0873984
- Plan number
- 501
- Plan type
- 2
- Location
- Newtown, PA
- Latest filing year
- 2023
- Participants
- 95
- End-of-year plan assets
- $119,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 95 | H, C | 20241012125251NAL0023435409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,982
- Net assets (BOY)
- $222,207
Income & contributions
- Employer contributions
- $927,346
- Participant contributions
- $263,280
- Total contributions
- $1,190,626
- Total income / additions
- $1,191,878
Expenses & distributions
- Benefits paid
- $1,229,420
- Administrative expenses
- $64,683
- Total expenses
- $1,294,103
- Net increase / (decrease)
- -$102,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr | ADMIN CLAIMS PROCESSING | $36,554 | $657 | 2023 |
| The Benecon Group, LLC | BROKER | $18,036 | not reported in the loaded dataset | 2023 |
| Onedigital (Philadelphia) | BROKER | $14,150 | not reported in the loaded dataset | 2023 |
| Onedigital (Kop) | BROKER | $13,800 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $5,870 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lionheart Industrial Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Newtown, PA
- Umr — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Onedigital (Philadelphia) — Schedule C compensation
- Onedigital (Kop) — Schedule C compensation
- Connectcare3 — Schedule C compensation