2023 Form 5500 filing — Aaa Central Penn 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 20241003085134NAL0016718800001) for Aaa Central Penn Group Medical Plan, reported by Aaa Central Penn under EIN 23-1687512 and plan number 503. It reports 149 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)$28.2KReported net assets$28,194
Participants149
Provider compensation$43.6K4 Schedule C row(s)$43,643
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003085134NAL0016718800001
Plan sponsor
Aaa Central Penn
EIN
23-1687512
Plan number
503
Location
Harrisburg, 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)$238.7K total assets
Net assets$28.2KLiabilities$210.5K
Money in vs. money out
Total income / additions$2.1M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$1.8M
Participant$306K
Full reported line items
Total assets (EOY)
$238,726
Total liabilities (EOY)
$210,532
Net assets (EOY)
$28,194
Employer contributions
$1,809,314
Participant contributions
$305,977
Total income / additions
$2,136,575
Benefits paid
$2,297,814
Administrative expenses
$44,543
Total expenses
$2,342,357
Net increase / (decrease)
-$205,782

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mcconkey Benefits & Financial ServBROKER$44,025not reported in the loaded dataset
BenefitmallADMIN$8,762not reported in the loaded dataset
The Benecon GroupBROKER$3,765not reported in the loaded dataset
HighmarkADMIN-$12,909not reported in the loaded dataset

Related Form 5500 pages