2023 Form 5500 filing — Success Rehabilitation 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 20250617134817NAL0001870641001) for Success Rehabilitation Inc. Group Medical Plan, reported by Success Rehabilitation, Inc. under EIN 23-2590923 and plan number 502. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250617134817NAL0001870641001
Filing year
2023
Form type
2
Plan sponsor
Success Rehabilitation, Inc.
EIN
23-2590923
Plan number
502
Location
Quakertown, PA
Participants
119
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$292,172
Total liabilities (EOY)
$102,428
Net assets (EOY)
$189,744
Employer contributions
$1,251,532
Participant contributions
$266,959
Total income / additions
$1,523,725
Benefits paid
$678,315
Administrative expenses
$655,666
Total expenses
$1,333,981
Net increase / (decrease)
$189,744
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Patriot (Exude, Inc.)BROKER$51,595not reported in the loaded dataset
The Benecon GroupBROKER$23,491not reported in the loaded dataset
Independence Administrators (Ia)ADMIN$18,921not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$6,628not reported in the loaded dataset

Related Form 5500 pages