2023 Form 5500 filing — Delval Equipment Corporation Employee 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 20240605130315NAL0011035907001) for Delval Equipment Corporation Employee Health Plan, reported by Delval Equipment Corporation under EIN 23-2435212 and plan number 501. It reports 80 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)-$70KReported net assets-$70,016
Participants80
Provider compensation$110.5K4 Schedule C row(s)$110,546
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240605130315NAL0011035907001
Plan sponsor
Delval Equipment Corporation
EIN
23-2435212
Plan number
501
Location
East Norriton, 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)$39.6K total assets
Net assets-$70KLiabilities$109.6K
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.4M
Benefits paid / distributions$817.2K
Contributions
Employer$997K
Participant$408.3K
Full reported line items
Total assets (EOY)
$39,557
Total liabilities (EOY)
$109,573
Net assets (EOY)
-$70,016
Employer contributions
$996,965
Participant contributions
$408,266
Total income / additions
$1,406,926
Benefits paid
$817,228
Administrative expenses
$20,396
Total expenses
$1,397,301
Net increase / (decrease)
$9,625

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Meritain Health, An Aetna CompanyADMIN$52,688not reported in the loaded dataset
Cbiz Benefits And Ins ServicesBROKER$35,702not reported in the loaded dataset
The Benecon GroupBROKER$17,280not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$4,876not reported in the loaded dataset

Related Form 5500 pages