2023 Form 5500 filing — The Burdick Companies Medical Trust
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 20241010123802NAL0020080769002) for The Burdick Companies Medical Trust, reported by Drivers Village, Inc. under EIN 16-1614967 and plan number 503. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123802NAL0020080769002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drivers Village, Inc.
- EIN
- 16-1614967
- Plan number
- 503
- Location
- Cicero, NY
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,901,111
- Total liabilities (EOY)
- $221,023
- Net assets (EOY)
- $1,680,088
- Employer contributions
- $1,555,882
- Participant contributions
- $729,940
- Total income / additions
- $2,886,193
- Benefits paid
- $3,119,624
- Administrative expenses
- $261,481
- Total expenses
- $3,381,105
- Net increase / (decrease)
- -$494,912
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus Blue Cross Blue Shield | ADMINISTRATION | $120,474 | not reported in the loaded dataset |
| Delta Dental Insurance Company | ADMINISTRATION | $22,125 | not reported in the loaded dataset |
| Express Scripts, Inc. | ADMINISTRATION | $11,496 | not reported in the loaded dataset |