2023 Form 5500 filing — Lionheart Industrial Group LLC Health 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 20241012125251NAL0023435409001) for Lionheart Industrial Group LLC Health Benefit Plan, reported by Lionheart Industrial Group LLC under EIN 30-0873984 and plan number 501. It reports 95 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012125251NAL0023435409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lionheart Industrial Group LLC
- EIN
- 30-0873984
- Plan number
- 501
- Location
- Newtown, PA
- Participants
- 95
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,982
- Employer contributions
- $927,346
- Participant contributions
- $263,280
- Total income / additions
- $1,191,878
- Benefits paid
- $1,229,420
- Administrative expenses
- $64,683
- Total expenses
- $1,294,103
- Net increase / (decrease)
- -$102,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | ADMIN CLAIMS PROCESSING | $36,554 | $657 |
| The Benecon Group, LLC | BROKER | $18,036 | not reported in the loaded dataset |
| Onedigital (Philadelphia) | BROKER | $14,150 | not reported in the loaded dataset |
| Onedigital (Kop) | BROKER | $13,800 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,870 | not reported in the loaded dataset |