2023 Form 5500 filing — M Simon Zook Co 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 20241118100600NAL0001953360001) for M Simon Zook Co Group Medical Plan, reported by M Simon Zook Co under EIN 23-1496543 and plan number 503. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118100600NAL0001953360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M Simon Zook Co
- EIN
- 23-1496543
- Plan number
- 503
- Location
- Honey Brook, PA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,222,655
- Total liabilities (EOY)
- $237,000
- Net assets (EOY)
- $985,655
- Employer contributions
- $2,848,161
- Participant contributions
- $347,274
- Total income / additions
- $3,551,377
- Benefits paid
- $3,336,053
- Administrative expenses
- $146,530
- Total expenses
- $3,482,583
- Net increase / (decrease)
- $68,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna | ADMIN | $61,701 | not reported in the loaded dataset |
| Mcconkey Benefits & Financial Svc | BROKER | $61,267 | not reported in the loaded dataset |
| Benefitmall | ADMIN | $12,034 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $4,373 | not reported in the loaded dataset |