Plan5500

The Health And Welfare Benefit Plan Of Lovelace Family Medicine — Form 5500 plan (Lovelace Family Medicine P.A.)

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, The Health And Welfare Benefit Plan Of Lovelace Family Medicine is a benefit plan reported by Lovelace Family Medicine P.A. under EIN 57-0989480 and plan number 501. The latest loaded filing year is 2023. The filing reports 26 participants and $64,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lovelace Family Medicine P.A.
EIN
57-0989480
Plan number
501
Plan type
2
Location
Prosperity, SC
Latest filing year
2023
Participants
26
End-of-year plan assets
$64,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326I, C20240618104931NAL0005745634001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$64,863
Total liabilities (EOY)
$10,004
Net assets (EOY)
$54,859
Net assets (BOY)
$73,300

Income & contributions

Employer contributions
$268,909
Participant contributions
$0
Total income / additions
$270,747

Expenses & distributions

Benefits paid
$114,609
Administrative expenses
$15,139
Total expenses
$289,188
Net increase / (decrease)
-$18,441

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acs Benefit ServicesADMIN$15,139not reported in the loaded dataset2023
Fulcrum Risk SolutionsBROKER$8,175not reported in the loaded dataset2023
The Benecon GroupBROKER$8,008not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,753not reported in the loaded dataset2023

Related Form 5500 pages