Francis O. Day, Co., Inc. Group Health & Life Plan — Form 5500 plan (Francis O. Day Co., 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, Francis O. Day, Co., Inc. Group Health & Life Plan is a benefit plan reported by Francis O. Day Co., Inc. under EIN 52-0813708 and plan number 501. The latest loaded filing year is 2023. The filing reports 265 participants and $1,124,040 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$927.9KPlan net assets, end of year$927,883
Participants265Covered participants reported
Assets / participant$4.2KComputed: assets ÷ participants$4,242 (computed)
Provider compensation$134.9K4 Schedule C provider row(s)$134,870
- Plan sponsor
- Francis O. Day Co., Inc.
- EIN
- 52-0813708
- Plan number
- 501
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20250814140526NAL0005449075001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.1M total assets
Net assets$927.9KLiabilities$196.2K
Full reported line items
Net assets
- Total assets (EOY)
- $1,124,040
- Total liabilities (EOY)
- $196,157
- Net assets (EOY)
- $927,883
- Net assets (BOY)
- $179,375
Income & contributions
- Employer contributions
- $1,895,057
- Participant contributions
- $808,341
- Total contributions
- $2,703,398
- Total income / additions
- $2,723,918
Expenses & distributions
- Benefits paid
- $1,355,955
- Administrative expenses
- $619,455
- Total expenses
- $1,975,410
- Net increase / (decrease)
- $748,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst Administrators | ADMIN | $56,824 | not reported in the loaded dataset | 2023 |
| Brown & Brown Insurance Of Va | BROKER | $47,112 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $24,299 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $6,635 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Francis O. Day Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Carefirst Administrators — Schedule C compensation
- Brown & Brown Insurance Of Va — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3 — Schedule C compensation