2023 Form 5500 filing — Stratix Systems, Inc. Group Medical 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 20240618121225NAL0005903522001) for Stratix Systems, Inc. Group Medical Plan, reported by Stratix Systems, Inc. under EIN 23-1878527 and plan number 526. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618121225NAL0005903522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stratix Systems, Inc.
- EIN
- 23-1878527
- Plan number
- 526
- Location
- Wyomissing, PA
- Participants
- 70
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,497
- Total liabilities (EOY)
- $83,645
- Net assets (EOY)
- $35,852
- Employer contributions
- $495,283
- Participant contributions
- $263,300
- Total income / additions
- $782,334
- Benefits paid
- $353,540
- Administrative expenses
- $5,046
- Total expenses
- $685,509
- Net increase / (decrease)
- $96,825
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tompkins Insurance | BROKER | $25,230 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $16,444 | not reported in the loaded dataset |
| Capital Bluecross | CARRIER | $5,046 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,508 | not reported in the loaded dataset |