Plan5500

Itero Group LLC Health & Welfare Plans — Form 5500 plan (Itero 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, Itero Group LLC Health & Welfare Plans is a benefit plan reported by Itero Group, LLC under EIN 35-2603463 and plan number 501. The latest loaded filing year is 2023. The filing reports 47 participants and $174,655 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Itero Group, LLC
EIN
35-2603463
Plan number
501
Plan type
2
Location
New Cumberland, PA
Latest filing year
2023
Participants
47
End-of-year plan assets
$174,655

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347I, C20240824062243NAL0004132531001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$174,655
Total liabilities (EOY)
$73,590
Net assets (EOY)
$101,065
Net assets (BOY)
$101,880

Income & contributions

Employer contributions
$623,124
Participant contributions
$130,496
Total income / additions
$769,220

Expenses & distributions

Benefits paid
$474,471
Administrative expenses
$2,628
Total expenses
$770,035
Net increase / (decrease)
-$815

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn-MoweryBROKER$12,925not reported in the loaded dataset2023
The Benecon GroupBROKER$7,690not reported in the loaded dataset2023
Capital BluecrossCARRIER$2,916not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,985not reported in the loaded dataset2023
Young, Oakes, Brown & CoADMIN$13not reported in the loaded dataset2023

Related Form 5500 pages