Plan5500

Aerzen Usa Corp. Group Medical Plan — Form 5500 plan (Aerzen Usa Corp.)

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, Aerzen Usa Corp. Group Medical Plan is a benefit plan reported by Aerzen Usa Corp. under EIN 34-1384479 and plan number 502. The latest loaded filing year is 2023. The filing reports 168 participants and $191,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aerzen Usa Corp.
EIN
34-1384479
Plan number
502
Plan type
2
Location
Coatesville, PA
Latest filing year
2023
Participants
168
End-of-year plan assets
$191,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20250826154313NAL0008650369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$191,215
Total liabilities (EOY)
$343,042
Net assets (EOY)
-$151,827
Net assets (BOY)
$77,794

Income & contributions

Employer contributions
$3,546,530
Participant contributions
$273,960
Total contributions
$3,820,490
Total income / additions
$3,832,047

Expenses & distributions

Benefits paid
$3,884,473
Administrative expenses
$177,195
Total expenses
$4,061,668
Net increase / (decrease)
-$229,621

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aetna Health PlansADMIN$68,440not reported in the loaded dataset2023
Trion GroupBROKER$63,240not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$34,049not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$11,466not reported in the loaded dataset2023

Related Form 5500 pages