2023 Form 5500 filing — Mckonly & Asbury, Llp Health 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 20240604132844NAL0040181122001) for Mckonly & Asbury, Llp Health Plan, reported by Mckonly & Asbury, Llp under EIN 23-1909723 and plan number 501. It reports 83 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240604132844NAL0040181122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckonly & Asbury, Llp
- EIN
- 23-1909723
- Plan number
- 501
- Location
- Camp Hill, PA
- Participants
- 83
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,557
- Total liabilities (EOY)
- $68,681
- Net assets (EOY)
- -$23,124
- Employer contributions
- $627,315
- Participant contributions
- $213,169
- Total income / additions
- $847,197
- Benefits paid
- $359,689
- Administrative expenses
- $3,783
- Total expenses
- $658,513
- Net increase / (decrease)
- $188,684
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benecon Group | BROKER | $14,646 | not reported in the loaded dataset |
| Assured Partners (Ga) | BROKER | $9,700 | not reported in the loaded dataset |
| Assured Partners (Central Pa) | BROKER | $9,600 | not reported in the loaded dataset |
| Connectcare3, LLC | PATIENT ADVOCATE | $4,138 | not reported in the loaded dataset |
| Highmark Blue Shield (Central) | CARRIER | $3,783 | not reported in the loaded dataset |