Shared Support South, Inc. Employee Health Plan — Form 5500 plan (Shared Support South, 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, Shared Support South, Inc. Employee Health Plan is a benefit plan reported by Shared Support South, Inc. under EIN 83-2134543 and plan number 501. The latest loaded filing year is 2023. The filing reports 146 participants and $458,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shared Support South, Inc.
- EIN
- 83-2134543
- Plan number
- 501
- Plan type
- 2
- Location
- Warrington, PA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $458,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241014061328NAL0026716513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $458,464
- Total liabilities (EOY)
- $198,240
- Net assets (EOY)
- $260,224
- Net assets (BOY)
- $601,953
Income & contributions
- Employer contributions
- $1,627,013
- Participant contributions
- $66,650
- Total contributions
- $1,693,663
- Total income / additions
- $1,695,888
Expenses & distributions
- Benefits paid
- $1,234,644
- Administrative expenses
- $802,973
- Total expenses
- $2,037,617
- Net increase / (decrease)
- -$341,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $42,344 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $27,108 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | BROKER | $18,649 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $9,403 | not reported in the loaded dataset | 2023 |
| Trinity Asset Protection, Inc. | BROKER | -$87 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shared Support South, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Warrington, PA
- Meritain Health, An Aetna Company — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Trinity Asset Protection, Inc. — Schedule C compensation