2023 Form 5500 filing — Martha Lloyd School, Inc. Welfare Benefits 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 20240812120620NAL0016426656001) for Martha Lloyd School, Inc. Welfare Benefits Plan, reported by Martha Lloyd School, Inc. under EIN 24-0798830 and plan number 501. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812120620NAL0016426656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martha Lloyd School, Inc.
- EIN
- 24-0798830
- Plan number
- 501
- Location
- Troy, PA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,119,251
- Total liabilities (EOY)
- $167,541
- Net assets (EOY)
- $951,710
- Employer contributions
- $2,206,708
- Participant contributions
- $371,970
- Total income / additions
- $2,582,289
- Benefits paid
- $1,365,589
- Administrative expenses
- $791,334
- Total expenses
- $2,156,923
- Net increase / (decrease)
- $425,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benecon Group | BROKER | $26,078 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | BROKER | $18,314 | not reported in the loaded dataset |
| Highmark Bcbs Nepa | ADMIN | $12,697 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $9,059 | not reported in the loaded dataset |