2023 Form 5500 filing — Hbc Management Services, Inc. Dba The Hana Group, Inc. Group Health Benefit 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 20250701122857NAL0017697344001) for Hbc Management Services, Inc. Dba The Hana Group, Inc. Group Health Benefit Plan, reported by Hbc Management Services, Inc. under EIN 51-0548541 and plan number 501. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250701122857NAL0017697344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hbc Management Services, Inc.
- EIN
- 51-0548541
- Plan number
- 501
- Location
- Wayne, PA
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,753
- Total liabilities (EOY)
- $248,059
- Net assets (EOY)
- -$52,306
- Employer contributions
- $664,948
- Participant contributions
- $237,479
- Total income / additions
- $902,804
- Benefits paid
- $654,400
- Administrative expenses
- $49,724
- Total expenses
- $704,124
- Net increase / (decrease)
- $198,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benecon Group, LLC | BROKER | $37,665 | not reported in the loaded dataset |
| Umr | ADMIN | $24,841 | not reported in the loaded dataset |
| Umr | ADMIN | $22,681 | not reported in the loaded dataset |
| Umr | ADMIN | $21,901 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $21,845 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $19,786 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $13,126 | not reported in the loaded dataset |
| Innovu | BROKER | $9,780 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $7,585 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $6,870 | not reported in the loaded dataset |