2023 Form 5500 filing — Lewis Environmental Group - Group Health Benefit 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 20240722093337NAL0017216304001) for Lewis Environmental Group - Group Health Benefit Plan, reported by The Lewis Group, Inc. under EIN 81-4811950 and plan number 501. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722093337NAL0017216304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lewis Group, Inc.
- EIN
- 81-4811950
- Plan number
- 501
- Location
- Royersford, PA
- Participants
- 104
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $258,312
- Total liabilities (EOY)
- $383,938
- Net assets (EOY)
- -$125,626
- Employer contributions
- $768,939
- Participant contributions
- $288,156
- Total income / additions
- $1,058,361
- Benefits paid
- $695,297
- Administrative expenses
- $36,272
- Total expenses
- $1,095,530
- Net increase / (decrease)
- -$37,169
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Imagine 360 Administrators, LLC | BROKER | $48,180 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $23,511 | not reported in the loaded dataset |
| Onedigital (Philadelphia) | BROKER | $22,698 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $6,296 | not reported in the loaded dataset |
| Onedigital (Kop) | BROKER | -$3,705 | not reported in the loaded dataset |