2023 Form 5500 filing — Rummel, Klepper & Kahl, Llp Health 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 20250106125821NAL0007937681001) for Rummel, Klepper & Kahl, Llp Health Plan, reported by Rummel, Klepper & Kahl, Llp under EIN 52-0599112 and plan number 701. It reports 1,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106125821NAL0007937681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rummel, Klepper & Kahl, Llp
- EIN
- 52-0599112
- Plan number
- 701
- Location
- Baltimore, MD
- Participants
- 1,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,415,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,415,354
- Employer contributions
- $14,998,854
- Participant contributions
- $4,406,018
- Total income / additions
- $19,404,872
- Benefits paid
- $18,085,252
- Administrative expenses
- $1,418,350
- Total expenses
- $19,503,602
- Net increase / (decrease)
- -$98,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sunlife Financial | NONE | $2,717,442 | not reported in the loaded dataset |
| Carefirst Administrators | NONE | $612,349 | not reported in the loaded dataset |
| Lockton Companies | NONE | $26,892 | not reported in the loaded dataset |
| Healthsparq | NONE | $9,065 | not reported in the loaded dataset |
| Conifer Value Base Care | NONE | $1 | not reported in the loaded dataset |
| Silberstein Insurance Group | NONE | $0 | not reported in the loaded dataset |