Plan5500

Whitemarsh Continuing Care Retirement Community Group Medical Plan — Form 5500 plan (Whitemarsh Continuing Care Retirement Community)

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, Whitemarsh Continuing Care Retirement Community Group Medical Plan is a benefit plan reported by Whitemarsh Continuing Care Retirement Community under EIN 83-0344521 and plan number 502. The latest loaded filing year is 2023. The filing reports 158 participants and $52,113 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$151.7KPlan net assets, end of year-$151,747
Participants158Covered participants reported
Assets / participant$330Computed: assets ÷ participants$330 (computed)
Provider compensation$118K4 Schedule C provider row(s)$117,993
Plan sponsor
Whitemarsh Continuing Care Retirement Community
EIN
83-0344521
Plan number
502
Plan type
2
Location
Lafayette Hill, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    158 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$52.1K total assets
Net assets-$151.7KLiabilities$203.9K
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$1.4M
Participant$483.9K
Full reported line items

Net assets

Total assets (EOY)
$52,113
Total liabilities (EOY)
$203,860
Net assets (EOY)
-$151,747
Net assets (BOY)
-$339,735

Income & contributions

Employer contributions
$1,422,689
Participant contributions
$483,922
Total contributions
$1,906,611
Total income / additions
$1,909,395

Expenses & distributions

Benefits paid
$1,620,632
Administrative expenses
$100,775
Total expenses
$1,721,407
Net increase / (decrease)
$187,988
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 75%Participant 25%
Benefits paid ÷ total income85%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Independence Administrators$52.5K
    ADMIN · Direct $52.5K
  2. 2
    The Benecon Group LLC$33.8K
    BROKER · Direct $33.8K
  3. 3
    Lr Webber$24.4K
    BROKER · Direct $24.4K
  4. 4
    Connect Care 3$7.3K
    PATIENT ADVOCATE · Direct $7.3K

What to inspect next

Frequently asked questions

Who sponsors the Whitemarsh Continuing Care Retirement Community Group Medical Plan?
Whitemarsh Continuing Care Retirement Community Group Medical Plan is reported as sponsored by Whitemarsh Continuing Care Retirement Community (EIN 83-0344521, plan number 502) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Whitemarsh Continuing Care Retirement Community Group Medical Plan?
The latest Form 5500 filing year loaded for Whitemarsh Continuing Care Retirement Community Group Medical Plan is 2023.
How many participants does Whitemarsh Continuing Care Retirement Community Group Medical Plan report?
Whitemarsh Continuing Care Retirement Community Group Medical Plan reports 158 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Whitemarsh Continuing Care Retirement Community Group Medical Plan?
Whitemarsh Continuing Care Retirement Community Group Medical Plan reports $52,113 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages