2023 Form 5500 filing — J And L Building Materials 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 20240613092549NAL0053975216001) for J And L Building Materials Group Health Plan, reported by J & L Building Materials, Inc. under EIN 23-1533088 and plan number 502. It reports 114 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)$581.7KReported net assets$581,681
Participants114
Provider compensation$127.2K4 Schedule C row(s)$127,175
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240613092549NAL0053975216001
Plan sponsor
J & L Building Materials, Inc.
EIN
23-1533088
Plan number
502
Location
Frazer, 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)$765.3K total assets
Net assets$581.7KLiabilities$183.6K
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.9M
Benefits paid / distributions$1.1M
Contributions
Employer$1.9M
Participant$513K
Full reported line items
Total assets (EOY)
$765,316
Total liabilities (EOY)
$183,635
Net assets (EOY)
$581,681
Employer contributions
$1,934,665
Participant contributions
$512,973
Total income / additions
$2,462,066
Benefits paid
$1,054,640
Administrative expenses
$45,641
Total expenses
$1,917,563
Net increase / (decrease)
$544,503

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Patriot (Power-Kunkle Group, Inc.)BROKER$51,013not reported in the loaded dataset
Independence AdministratorsADMIN$45,641not reported in the loaded dataset
The Benecon GroupBROKER$22,652not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$7,869not reported in the loaded dataset

Related Form 5500 pages