Pleasant Valley Homes, Inc. Group Medical Plan — Form 5500 plan (Pleasant Valley Homes, 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, Pleasant Valley Homes, Inc. Group Medical Plan is a benefit plan reported by Pleasant Valley Homes, Inc under EIN 33-1080091 and plan number 502. The latest loaded filing year is 2023. The filing reports 119 participants and $337,006 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pleasant Valley Homes, Inc
EIN
33-1080091
Plan number
502
Plan type
2
Location
Pine Grove, PA
Latest filing year
2023
Participants
119
End-of-year plan assets
$337,006

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20240906092732NAL0001489760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$337,006
Total liabilities (EOY)
$157,554
Net assets (EOY)
$179,452
Net assets (BOY)
-$9,719

Income & contributions

Employer contributions
$1,651,160
Participant contributions
$355,773
Total contributions
$2,006,933
Total income / additions
$2,008,790

Expenses & distributions

Benefits paid
$1,136,104
Administrative expenses
$683,515
Total expenses
$1,819,619
Net increase / (decrease)
$189,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown & Brown Of PaBROKER$61,320not reported in the loaded dataset2023
The Benecon Group LLCBROKER$29,768not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$8,216not reported in the loaded dataset2023
InnovuBROKER$6,132not reported in the loaded dataset2023

Related Form 5500 pages