2023 Form 5500 filing — S.H. Tevis & Son, Inc. 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 20250407090802NAL0018258993001) for S.H. Tevis & Son, Inc. Group Medical Plan (502), reported by S.H. Tevis & Son Inc. under EIN 52-1484304 and plan number 502. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407090802NAL0018258993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S.H. Tevis & Son Inc.
- EIN
- 52-1484304
- Plan number
- 502
- Location
- Westminster, MD
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $506,971
- Total liabilities (EOY)
- $243,219
- Net assets (EOY)
- $263,752
- Employer contributions
- $2,349,964
- Participant contributions
- $722,443
- Total income / additions
- $3,110,187
- Benefits paid
- $2,066,368
- Administrative expenses
- $981,233
- Total expenses
- $3,047,601
- Net increase / (decrease)
- $62,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carefirst Of Maryland, Inc. | ADMIN | $106,301 | not reported in the loaded dataset |
| E. K. Mcconkey & Co., Inc. | BROKER | $54,465 | not reported in the loaded dataset |
| Benefitmall | ADMIN | $10,845 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $3,376 | not reported in the loaded dataset |