2023 Form 5500 filing — M Simon Zook Co Welfare 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 20241118100719NAL0000774803001) for M Simon Zook Co Welfare Benefit Plan, reported by M Simon Zook Co under EIN 23-1496543 and plan number 502. It reports 234 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118100719NAL0000774803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M Simon Zook Co
- EIN
- 23-1496543
- Plan number
- 502
- Location
- Honey Brook, PA
- Participants
- 234
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delta Dental Of Pennsylvania | ADMIN | $18,844 | not reported in the loaded dataset |
| United Of Omaha Life Insurance Co | ADMIN | $3,539 | not reported in the loaded dataset |
| Mcconkey Benefits & Financial Serv | BROKER | $2,186 | not reported in the loaded dataset |