2023 Form 5500 filing — Herbein + Company, Inc. 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 20241015142817NAL0029975777001) for Herbein + Company, Inc. Group Medical Plan, reported by Herbein And Company, Inc. under EIN 23-2415973 and plan number 502. It reports 168 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)-$174.2KReported net assets-$174,194
Participants168
Provider compensation$137K4 Schedule C row(s)$137,029
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015142817NAL0029975777001
- Plan sponsor
- Herbein And Company, Inc.
- EIN
- 23-2415973
- Plan number
- 502
- Location
- Reading, 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)$272.7K total assets
Net assets-$174.2KLiabilities$446.9K
Full reported line items
- Total assets (EOY)
- $272,747
- Total liabilities (EOY)
- $446,941
- Net assets (EOY)
- -$174,194
- Employer contributions
- $2,320,559
- Participant contributions
- $598,708
- Total income / additions
- $3,196,734
- Benefits paid
- $3,233,899
- Administrative expenses
- $137,029
- Total expenses
- $3,370,928
- Net increase / (decrease)
- -$174,194
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Patriot (Power-Kunkle Group, Inc.) | BROKER | $73,872 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $39,703 | not reported in the loaded dataset |
| Highmark Blue Shield (Central) | ADMIN | $12,250 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $11,204 | not reported in the loaded dataset |