Plan5500

2023 Form 5500 filing — Halcyon, Inc. Employee Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240312120554NAL0060525602001) for Halcyon, Inc. Employee Benefit Plan, reported by Halcyon, Inc. under EIN 16-1435197 and plan number 502. It reports 79 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240312120554NAL0060525602001
Filing year
2023
Form type
2
Plan sponsor
Halcyon, Inc.
EIN
16-1435197
Plan number
502
Location
Phelps, NY
Participants
79
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$143,240
Total liabilities (EOY)
$21,345
Net assets (EOY)
$121,895
Employer contributions
$496,707
Participant contributions
$0
Total income / additions
$511,372
Benefits paid
$184,823
Administrative expenses
$6,403
Total expenses
$374,624
Net increase / (decrease)
$136,748
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tompkins InsuranceBROKER$35,000not reported in the loaded dataset
Tompkins InsuranceBROKER$25,790not reported in the loaded dataset
The Benecon GroupBROKER$14,243not reported in the loaded dataset
Meritain Health, An Aetna CompanyADMIN$6,403not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$4,019not reported in the loaded dataset
The Benecon GroupBROKER$2,631not reported in the loaded dataset
Meritain Health, An Aetna CompanyADMIN$1,218not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$742not reported in the loaded dataset

Related Form 5500 pages