2023 Form 5500 filing — Walnut Capital Management Inc. 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 20250130120728NAL0000590675001) for Walnut Capital Management Inc. Group Medical Plan, reported by Walnut Capital Management Inc. under EIN 25-1805315 and plan number 501. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130120728NAL0000590675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walnut Capital Management Inc.
- EIN
- 25-1805315
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 71
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,771
- Total liabilities (EOY)
- $235,021
- Net assets (EOY)
- -$199,250
- Employer contributions
- $422,010
- Participant contributions
- $15,405
- Total income / additions
- $444,201
- Benefits paid
- $431,354
- Administrative expenses
- $4,950
- Total expenses
- $643,451
- Net increase / (decrease)
- -$199,250
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Engle-Hambright & Davies, Inc. (Ehd | BROKER | $17,586 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $15,303 | not reported in the loaded dataset |
| Upmc Benefit Management Services | ADMIN | $4,950 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,221 | not reported in the loaded dataset |