Plan5500

Klover Sepa, Inc. Group Medical Plan — Form 5500 plan (Klover Sepa, 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, Klover Sepa, Inc. Group Medical Plan is a benefit plan reported by Klover Sepa, Inc. under EIN 81-5335337 and plan number 502. The latest loaded filing year is 2023. The filing reports 138 participants and $222,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Klover Sepa, Inc.
EIN
81-5335337
Plan number
502
Plan type
2
Location
Quakertown, PA
Latest filing year
2023
Participants
138
End-of-year plan assets
$222,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241016144905NAL0030772145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$222,653
Total liabilities (EOY)
$0
Net assets (EOY)
$222,653
Net assets (BOY)
$175,299

Income & contributions

Employer contributions
$915,614
Participant contributions
$273,980
Total contributions
$1,189,594
Total income / additions
$1,194,240

Expenses & distributions

Benefits paid
$1,018,271
Administrative expenses
$128,615
Total expenses
$1,146,886
Net increase / (decrease)
$47,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Univest InsuranceBROKER$42,840not reported in the loaded dataset2023
Engle-Hambright & Davies, IncBROKER$40,755not reported in the loaded dataset2023
Independence AdministratorsADMIN$21,021not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$16,615not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$7,384not reported in the loaded dataset2023

Related Form 5500 pages