2023 Form 5500 filing — Berks Packing Company, Inc. Group Life Insurance 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 20240624072850NAL0012285522001) for Berks Packing Company, Inc. Group Life Insurance Plan, reported by Berks Packing Co., Inc. under EIN 23-0404560 and plan number 501. It reports 66 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)$25.8KReported net assets$25,767
Participants66
Provider compensation$31.7K4 Schedule C row(s)$31,663
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240624072850NAL0012285522001
Plan sponsor
Berks Packing Co., Inc.
EIN
23-0404560
Plan number
501
Location
Reading, 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)$212.8K total assets
Net assets$25.8KLiabilities$187.1K
Money in vs. money out
Total income / additions$756.5K
Total expenses$674.2K
Benefits paid / distributions$388.8K
Contributions
Employer$642.2K
Participant$108.1K
Full reported line items
Total assets (EOY)
$212,831
Total liabilities (EOY)
$187,064
Net assets (EOY)
$25,767
Employer contributions
$642,181
Participant contributions
$108,138
Total income / additions
$756,523
Benefits paid
$388,752
Administrative expenses
$5,853
Total expenses
$674,156
Net increase / (decrease)
$82,367

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Benecon Group, LLCBROKER$11,778not reported in the loaded dataset
Patriot (Power-Kunkle Group, Inc.)BROKER$11,690not reported in the loaded dataset
Capital BluecrossADMIN$5,853not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$2,342not reported in the loaded dataset

Related Form 5500 pages