2023 Form 5500 filing — R. A. Walton & Co., Inc. Group 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 20240613081356NAL0016269235001) for R. A. Walton & Co., Inc. Group Health Plan, reported by R. A. Walton & Co. Inc. under EIN 23-2547922 and plan number 501. It reports 188 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240613081356NAL0016269235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R. A. Walton & Co. Inc.
- EIN
- 23-2547922
- Plan number
- 501
- Location
- York, PA
- Participants
- 188
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gunn-Mowery, LLC | BROKER | $63,662 | not reported in the loaded dataset |
| The Benecon Group LLC | BROKER | $31,166 | not reported in the loaded dataset |
| Highmark Blue Shield (Central) | ADMIN | $9,875 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $9,809 | not reported in the loaded dataset |
| Young, Oakes, Brown & Co | ADMIN | $13 | not reported in the loaded dataset |