2023 Form 5500 filing — Mcanany, Van Cleave & Phillips Welfare Benefit 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 20241007132027NAL0016112145001) for Mcanany, Van Cleave & Phillips Welfare Benefit Plan, reported by Mcanany, Van Cleave & Phillips, P.A. under EIN 48-0830325 and plan number 501. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132027NAL0016112145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcanany, Van Cleave & Phillips, P.A.
- EIN
- 48-0830325
- Plan number
- 501
- Location
- Kansas City, KS
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,753,738
- Net assets (EOY)
- $2,753,738
- Employer contributions
- $2,097,000
- Participant contributions
- $680,855
- Total income / additions
- $3,084,439
- Benefits paid
- $2,706,272
- Administrative expenses
- $4,626
- Total expenses
- $2,710,898
- Net increase / (decrease)
- $373,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meritain Health | MEDICAL TPA | $1,403,407 | $0 |
| Smith Health, Inc | PHARMACY BENEFIT MANAGER | $635,258 | $0 |
| Hsa Bank | HSA ADMINISTRATOR | $158,688 | $0 |
| Delta Dental | DENTAL CARRIER | $126,979 | $0 |
| One Medical Group Pc | EMPLOYEE CLINIC | $92,558 | $0 |
| Ginger Io Of Ca Medical P.C. | MEDICAL VENDOR | $36,050 | $0 |
| Health Joy | TELEMEDICINE | $15,974 | $0 |