2023 Form 5500 filing — The Norwood Company Health & Welfare Benefits 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 20250710153918NAL0004159971001) for The Norwood Company Health & Welfare Benefits Plan, reported by The Norwood Company under EIN 22-2066074 and plan number 501. It reports 99 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710153918NAL0004159971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Norwood Company
- EIN
- 22-2066074
- Plan number
- 501
- Location
- Malvern, PA
- Participants
- 99
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $216,005
- Participant contributions
- $39,760
- Total income / additions
- $277,489
- Benefits paid
- -$59,729
- Administrative expenses
- $8,448
- Total expenses
- $688,594
- Net increase / (decrease)
- -$411,105
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benecon Group | BROKER | $5,351 | not reported in the loaded dataset |
| Brown & Brown Pa | BROKER | $4,953 | not reported in the loaded dataset |
| Aetna | ADMIN | $4,266 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $681 | not reported in the loaded dataset |
| Trion Group, A Marsh & Mclennan | BROKER | -$78 | not reported in the loaded dataset |