2023 Form 5500 filing — The Witmer Group LLC 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 20241007114527NAL0015113393001) for The Witmer Group LLC Group Medical Plan, reported by The Witmer Group LLC under EIN 47-4148551 and plan number 502. It reports 128 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)$279.4KReported net assets$279,385
Participants128
Provider compensation$107.5K4 Schedule C row(s)$107,457
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007114527NAL0015113393001
- Plan sponsor
- The Witmer Group LLC
- EIN
- 47-4148551
- Plan number
- 502
- Location
- Mount Joy, 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)$373K total assets
Net assets$279.4KLiabilities$93.6K
Full reported line items
- Total assets (EOY)
- $373,015
- Total liabilities (EOY)
- $93,630
- Net assets (EOY)
- $279,385
- Employer contributions
- $1,030,560
- Participant contributions
- $319,851
- Total income / additions
- $1,371,422
- Benefits paid
- $1,231,827
- Administrative expenses
- $110,463
- Total expenses
- $1,342,290
- Net increase / (decrease)
- $29,132
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highmark | ADMIN | $53,781 | not reported in the loaded dataset |
| Mcconkey Benefits & Financial Serv | BROKER | $41,758 | not reported in the loaded dataset |
| Benefitmall | ADMIN | $8,316 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $3,602 | not reported in the loaded dataset |