Pa Health Benefit Trust — Form 5500 plan (Priority Healthcare Group LLC)
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, Pa Health Benefit Trust is a benefit plan reported by Priority Healthcare Group LLC under EIN 81-1611441 and plan number 501. The latest loaded filing year is 2023. The filing reports 231 participants and $789,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Priority Healthcare Group LLC
- EIN
- 81-1611441
- Plan number
- 501
- Plan type
- 2
- Location
- Crum Lynne, PA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $789,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241014140201NAL0013413827003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $789,823
- Total liabilities (EOY)
- $383,768
- Net assets (EOY)
- $406,055
- Net assets (BOY)
- $282,506
Income & contributions
- Employer contributions
- $1,408,098
- Participant contributions
- $555,998
- Total contributions
- $1,964,096
- Total income / additions
- $1,964,096
Expenses & distributions
- Benefits paid
- $1,603,411
- Administrative expenses
- $237,136
- Total expenses
- $1,840,547
- Net increase / (decrease)
- $123,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Plan Administrators | CONTRACT ADMINISTRATOR | $140,150 | not reported in the loaded dataset | 2023 |
| Eagle Risk Services LLC | THIRD PARTY ADMINISTRATOR | $80,000 | not reported in the loaded dataset | 2023 |
| Fasten Halberstam Llp | PLAN AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |