Plan5500

Deerfield Agency — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Deerfield Agency (EIN 47-3931876) is a plan sponsor located in Conshohocken, PA with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-3931876
Location
Conshohocken, PA
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Deerfield Agency

  • 7 loaded plans hold $7.4M in reported assets.
  • The largest, Deerfield Agency LLC 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,025 reported participants.
  • 1 of 7 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,432,279
Total reported assets$7.4M$7,432,279
Total reported participants1K1,025
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities$0
Contributions & income
Employer contributions$346.1K
Participant contributions$790K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$363.5K
Total expenses$388.5K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 7 (14%)
Plans with provider compensation0 / 7 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Deerfield Agency LLC 401k Plan
Participants per plan146Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Deerfield Agency LLC 401k Plan$7.4M
    Plan #001 · 173 participants · 2023
  2. 2
    Deerfield Group Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 142 participants · 2023
  3. 3
    Deerfield Group Health And Welfare Plannot reported in the loaded dataset
    Plan #502 · 142 participants · 2023
  4. 4
    Deerfield Group Health And Welfare Plannot reported in the loaded dataset
    Plan #503 · 142 participants · 2023
  5. 5
    Deerfield Group Health And Welfare Plannot reported in the loaded dataset
    Plan #504 · 142 participants · 2023
  6. 6
    Deerfield Group Health And Welfarenot reported in the loaded dataset
    Plan #505 · 142 participants · 2023
  7. 7
    Deerfield Group Health And Welfarenot reported in the loaded dataset
    Plan #506 · 142 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Deerfield Agency. Open one for its full reported snapshot.

  1. 2023
    Deerfield Agency LLC 401k Plan173 participants · 2Sch H
    View filing →
  2. 2023
    Deerfield Group Health And Welfare Plan142 participants · 2No schedules
    View filing →
  3. 2023
    Deerfield Group Health And Welfare Plan142 participants · 2No schedules
    View filing →
  4. 2023
    Deerfield Group Health And Welfare Plan142 participants · 2No schedules
    View filing →
  5. 2023
    Deerfield Group Health And Welfare Plan142 participants · 2No schedules
    View filing →
  6. 2023
    Deerfield Group Health And Welfare142 participants · 2No schedules
    View filing →
  7. 2023
    Deerfield Group Health And Welfare142 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Deerfield Agency report on Form 5500?
Deerfield Agency (EIN 47-3931876) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Deerfield Agency?
The Employer Identification Number (EIN) reported for Deerfield Agency is 47-3931876.
What is the latest Form 5500 filing year for Deerfield Agency?
The latest loaded Form 5500 filing year for Deerfield Agency is 2023.

Related Form 5500 pages