Plan5500

William H. Porter, Inc. Group Medical Plan — Form 5500 plan (William H. Porter, 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, William H. Porter, Inc. Group Medical Plan is a benefit plan reported by William H. Porter, Inc. under EIN 51-0069458 and plan number 502. The latest loaded filing year is 2023. The filing reports 92 participants and $64,636 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
William H. Porter, Inc.
EIN
51-0069458
Plan number
502
Plan type
2
Location
Newark, DE
Latest filing year
2023
Participants
92
End-of-year plan assets
$64,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202392H, C20240808113103NAL0008541296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,636
Total liabilities (EOY)
$150,501
Net assets (EOY)
-$85,865
Net assets (BOY)
-$93,979

Income & contributions

Employer contributions
$498,483
Participant contributions
$563,301
Total contributions
$1,061,784
Total income / additions
$1,062,323

Expenses & distributions

Benefits paid
$689,972
Administrative expenses
$364,237
Total expenses
$1,054,209
Net increase / (decrease)
$8,114

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Highmark Of DelawareADMIN$21,247not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$16,285not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,657not reported in the loaded dataset2023

Related Form 5500 pages