2023 Form 5500 filing — The Advocacy Alliance Group Medical Plan (502)
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 20250103101754NAL0007522978001) for The Advocacy Alliance Group Medical Plan (502), reported by The Advocacy Alliance under EIN 24-0829843 and plan number 502. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103101754NAL0007522978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Advocacy Alliance
- EIN
- 24-0829843
- Plan number
- 502
- Location
- Scranton, PA
- Participants
- 78
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $251,938
- Total liabilities (EOY)
- $561,784
- Net assets (EOY)
- -$309,846
- Employer contributions
- $1,030,273
- Participant contributions
- $245,248
- Total income / additions
- $1,276,549
- Benefits paid
- $1,057,335
- Administrative expenses
- $1,394
- Total expenses
- $1,586,395
- Net increase / (decrease)
- -$309,846
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cummings Insurance Agency | BROKER | $27,870 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $17,976 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,072 | not reported in the loaded dataset |
| Highmark Bcbs Nepa | ADMIN | $1,394 | not reported in the loaded dataset |