2023 Form 5500 filing — Donald B. Remmey, 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 20240822152646NAL0008485536001) for Donald B. Remmey, Inc. Group Medical Plan, reported by Donald B. Remmey, Inc. under EIN 23-1543293 and plan number 502. It reports 77 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$116.6KReported net assets$116,645
Participants77
Provider compensation$53.8K3 Schedule C row(s)$53,828
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240822152646NAL0008485536001
Plan sponsor
Donald B. Remmey, Inc.
EIN
23-1543293
Plan number
502
Location
Beaver Springs, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$206.5K total assets
Net assets$116.6KLiabilities$89.9K
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.2M
Benefits paid / distributions$672.5K
Contributions
Employer$1M
Participant$243.3K
Full reported line items
Total assets (EOY)
$206,527
Total liabilities (EOY)
$89,882
Net assets (EOY)
$116,645
Employer contributions
$1,014,758
Participant contributions
$243,271
Total income / additions
$1,266,814
Benefits paid
$672,464
Administrative expenses
-$671
Total expenses
$1,162,180
Net increase / (decrease)
$104,634
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER · Direct $33.4K
  2. 2
    BROKER · Direct $16K
  3. 3
    PATIENT ADVOCATE · Direct $4.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822152646NAL0008485536001 cover?
It is the 2023 Form 5500 filing for Donald B. Remmey, Inc. Group Medical Plan, reported by Donald B. Remmey, Inc. (EIN 23-1543293).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages