Rise Companies Corp. Group Medical Plan — Form 5500 plan (Rise Companies 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, Rise Companies Corp. Group Medical Plan is a benefit plan reported by Rise Companies Corp. under EIN 45-4862460 and plan number 502. The latest loaded filing year is 2023. The filing reports 286 participants and $303,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rise Companies Corp.
- EIN
- 45-4862460
- Plan number
- 502
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $303,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240903145802NAL0010621075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $303,470
- Total liabilities (EOY)
- $689,886
- Net assets (EOY)
- -$386,416
- Net assets (BOY)
- -$575,900
Income & contributions
- Employer contributions
- $210,110
- Participant contributions
- $32,229
- Total contributions
- $242,339
- Total income / additions
- $242,492
Expenses & distributions
- Benefits paid
- -$9,558
- Administrative expenses
- $62,566
- Total expenses
- $53,008
- Net increase / (decrease)
- $189,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Capital Group (Armfield, Harris | BROKER | $9,192 | not reported in the loaded dataset | 2023 |
| Meritain Health, An Aetna Company | ADMIN | $7,644 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $3,629 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $1,260 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rise Companies Corp.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- The Capital Group (Armfield, Harris — Schedule C compensation
- Meritain Health, An Aetna Company — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation