J.F. Allen Company Employee Health Plan — Form 5500 plan (J.F. Allen Company)
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, J.F. Allen Company Employee Health Plan is a benefit plan reported by J.F. Allen Company under EIN 55-0328627 and plan number 501. The latest loaded filing year is 2023. The filing reports 103 participants and $1,169,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.F. Allen Company
- EIN
- 55-0328627
- Plan number
- 501
- Plan type
- 2
- Location
- Buckhannon, WV
- Latest filing year
- 2023
- Participants
- 103
- End-of-year plan assets
- $1,169,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 103 | H, C | 20241015085059NAL0029060369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,169,518
- Total liabilities (EOY)
- $162,496
- Net assets (EOY)
- $1,007,022
- Net assets (BOY)
- $1,036,195
Income & contributions
- Employer contributions
- $998,329
- Participant contributions
- $313,666
- Total contributions
- $1,311,995
- Total income / additions
- $1,311,995
Expenses & distributions
- Benefits paid
- $1,213,870
- Administrative expenses
- $127,298
- Total expenses
- $1,341,168
- Net increase / (decrease)
- -$29,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medical Benefits Administrators | CONTRACT | $33,774 | $0 | 2023 |
| Medical Benefits Mutual Life Ins Co | CONTRACT | $8,438 | $0 | 2023 |
| 4-Most Holding, LLC | CONTRACT | $6,618 | $0 | 2023 |