Icon Legacy Custom Modular Homes, L.L.C. Group Medical Plan — Form 5500 plan (Icon Legacy Custom Modular Homes, L.L.C.)
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, Icon Legacy Custom Modular Homes, L.L.C. Group Medical Plan is a benefit plan reported by Icon Legacy Custom Modular Homes, L.L.C. under EIN 32-0223154 and plan number 501. The latest loaded filing year is 2023. The filing reports 93 participants and $303,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Icon Legacy Custom Modular Homes, L.L.C.
- EIN
- 32-0223154
- Plan number
- 501
- Plan type
- 2
- Location
- Selinsgrove, PA
- Latest filing year
- 2023
- Participants
- 93
- End-of-year plan assets
- $303,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 93 | I, C | 20240205075558NAL0040121056001 |
| 2023 | 94 | I, C | 20250108125416NAL0018061632001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,980
- Total liabilities (EOY)
- $201,129
- Net assets (EOY)
- -$180,149
- Net assets (BOY)
- -$127,371
Income & contributions
- Employer contributions
- $1,081,277
- Participant contributions
- $219,955
- Total income / additions
- $1,303,076
Expenses & distributions
- Benefits paid
- $826,730
- Administrative expenses
- -$830
- Total expenses
- $1,355,854
- Net increase / (decrease)
- -$52,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sholley Agency, Inc. | BROKER | $30,604 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $21,149 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $5,968 | not reported in the loaded dataset | 2023 |
| Sholley Agency, Inc. | BROKER | $2,408 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $1,616 | not reported in the loaded dataset | 2023 |
| Capital Bluecross | CARRIER | $516 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $456 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Icon Legacy Custom Modular Homes, L.L.C.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Selinsgrove, PA
- Sholley Agency, Inc. — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Capital Bluecross — Schedule C compensation