2023 Form 5500 filing — Alc/Lvma Management Company 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 20240517122940NAL0062407920001) for Alc/Lvma Management Company Employee Benefit Plan, reported by Alc/Lvma Management Company under EIN 82-2494189 and plan number 501. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$72.9KReported net assets-$72,924
Participants62
Provider compensation$4.4K4 Schedule C row(s)$4,383
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240517122940NAL0062407920001
- Plan sponsor
- Alc/Lvma Management Company
- EIN
- 82-2494189
- Plan number
- 501
- Location
- Trexlertown, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$225 total assets
Net assets-$72.9KLiabilities$73.1K
Full reported line items
- Total assets (EOY)
- $225
- Total liabilities (EOY)
- $73,149
- Net assets (EOY)
- -$72,924
- Employer contributions
- $26,767
- Participant contributions
- $15,774
- Total income / additions
- $43,085
- Benefits paid
- -$30,021
- Administrative expenses
- $606
- Total expenses
- -$9,281
- Net increase / (decrease)
- $52,366
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Univest Insurance | BROKER | $2,072 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $1,399 | not reported in the loaded dataset |
| Capital Bluecross | CARRIER | $606 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $306 | not reported in the loaded dataset |