2023 Form 5500 filing — Employees Flexible Benefit Plan Of The Jay Group
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 20241015145348NAL0016678787001) for Employees Flexible Benefit Plan Of The Jay Group, reported by The Jay Group, Inc. under EIN 23-1723070 and plan number 501. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145348NAL0016678787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Jay Group, Inc.
- EIN
- 23-1723070
- Plan number
- 501
- Location
- Lancater, PA
- Participants
- 203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,872
- Total liabilities (EOY)
- $113,010
- Net assets (EOY)
- -$28,138
- Employer contributions
- $833,625
- Participant contributions
- $467,589
- Total income / additions
- $1,304,112
- Benefits paid
- $1,255,590
- Administrative expenses
- $42,088
- Total expenses
- $1,297,678
- Net increase / (decrease)
- $6,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assured Partners (Central Pa) | BROKER | $27,620 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $20,898 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $7,251 | not reported in the loaded dataset |