2023 Form 5500 filing — William J. White Educational And Behavioral Consulting Services, Inc. Employee 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 20240627140448NAL0011316033001) for William J. White Educational And Behavioral Consulting Services, Inc. Employee Group Medical Plan, reported by William J. White Educational And Behavioral Consulting Services, Inc under EIN 02-0495095 and plan number 501. It reports 112 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627140448NAL0011316033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William J. White Educational And Behavioral Consulting Services, Inc
- EIN
- 02-0495095
- Plan number
- 501
- Location
- Ashland, NH
- Participants
- 112
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,103
- Total liabilities (EOY)
- $1,671
- Net assets (EOY)
- $61,432
- Employer contributions
- $462,837
- Participant contributions
- $190,229
- Total income / additions
- $654,114
- Benefits paid
- $204,935
- Administrative expenses
- $51,875
- Total expenses
- $500,778
- Net increase / (decrease)
- $153,336
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Plans, Inc. | ADMIN | $55,159 | not reported in the loaded dataset |
| Granite Group Benefits | BROKER | $36,750 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $16,775 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,593 | not reported in the loaded dataset |