2023 Form 5500 filing — F.M. Browns Sons, Inc. Group Insurance Plan Major Medical & Surgical 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 20240809120025NAL0013544962001) for F.M. Browns Sons, Inc. Group Insurance Plan Major Medical & Surgical Medical Plan, reported by F.M. Browns Sons, Inc. under EIN 23-1308422 and plan number 503. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$273.8KReported net assets$273,846
Participants112
Provider compensation$86.1K4 Schedule C row(s)$86,109
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240809120025NAL0013544962001
- Plan sponsor
- F.M. Browns Sons, Inc.
- EIN
- 23-1308422
- Plan number
- 503
- Location
- Sinking Spring, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$448.7K total assets
Net assets$273.8KLiabilities$174.8K
Full reported line items
- Total assets (EOY)
- $448,655
- Total liabilities (EOY)
- $174,809
- Net assets (EOY)
- $273,846
- Employer contributions
- $1,778,158
- Participant contributions
- $433,267
- Total income / additions
- $2,217,978
- Benefits paid
- $1,271,461
- Administrative expenses
- $567,679
- Total expenses
- $1,839,140
- Net increase / (decrease)
- $378,838
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Patriot (Power-Kunkle Group, Inc.) | BROKER | $43,180 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $20,985 | not reported in the loaded dataset |
| Capital Bluecross | ADMIN | $14,654 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $7,290 | not reported in the loaded dataset |