Plan5500

Itero Group LLC Employee Benefit Plan — 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 Employee Benefit Plan is a benefit plan reported by Itero Group, LLC under EIN 35-2603463 and plan number 502. 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
502
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, C20250826095314NAL0008379697001

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