Alc/Lvma Management Company Employee Benefit Plan — Form 5500 plan (Alc/Lvma Management 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, Alc/Lvma Management Company Employee Benefit Plan is a benefit plan reported by Alc/Lvma Management Company under EIN 82-2494189 and plan number 501. The latest loaded filing year is 2023. The filing reports 62 participants and $225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alc/Lvma Management Company
EIN
82-2494189
Plan number
501
Plan type
2
Location
Trexlertown, PA
Latest filing year
2023
Participants
62
End-of-year plan assets
$225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202362I, C20240517122940NAL0062407920001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$225
Total liabilities (EOY)
$73,149
Net assets (EOY)
-$72,924
Net assets (BOY)
-$125,290

Income & contributions

Employer contributions
$26,767
Participant contributions
$15,774
Total income / additions
$43,085

Expenses & distributions

Benefits paid
-$30,021
Administrative expenses
$606
Total expenses
-$9,281
Net increase / (decrease)
$52,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Univest InsuranceBROKER$2,072not reported in the loaded dataset2023
The Benecon GroupBROKER$1,399not reported in the loaded dataset2023
Capital BluecrossCARRIER$606not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$306not reported in the loaded dataset2023

Related Form 5500 pages