2023 Form 5500 filing — Shared Support 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 20240701093901NAL0007657794001) for Shared Support Inc. Group Medical Plan, reported by Shared Support Inc. under EIN 20-2881218 and plan number 501. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701093901NAL0007657794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shared Support Inc.
- EIN
- 20-2881218
- Plan number
- 501
- Location
- Sunbury, PA
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $285,977
- Total liabilities (EOY)
- $361,058
- Net assets (EOY)
- -$75,081
- Employer contributions
- $3,573,046
- Participant contributions
- $239,425
- Total income / additions
- $3,813,428
- Benefits paid
- $2,757,298
- Administrative expenses
- $1,147,659
- Total expenses
- $3,904,957
- Net increase / (decrease)
- -$91,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health, An Aetna Company | ADMIN | $54,161 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $34,691 | not reported in the loaded dataset |
| Alliant Employee Benefits | BROKER | $23,869 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $12,034 | not reported in the loaded dataset |
| Trinity Asset Protection, Inc. | BROKER | $11 | not reported in the loaded dataset |