2023 Form 5500 filing — Farmers & Merchants Trust Company Group Health 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 20250714093056NAL0000741667001) for Farmers & Merchants Trust Company Group Health Plan, reported by Farmers And Merchants Trust Company under EIN 23-0570230 and plan number 501. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250714093056NAL0000741667001
Filing year
2023
Form type
2
Plan sponsor
Farmers And Merchants Trust Company
EIN
23-0570230
Plan number
501
Location
Chambersburg, PA
Participants
238
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$759,745
Total liabilities (EOY)
$246,396
Net assets (EOY)
$513,349
Employer contributions
$2,415,466
Participant contributions
$606,527
Total income / additions
$3,026,835
Benefits paid
$2,384,612
Administrative expenses
$999,821
Total expenses
$3,384,433
Net increase / (decrease)
-$357,598
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Unimerica Insurance CompanyNONE$817,281not reported in the loaded dataset
L.R. Webber AssociatesNONE$67,733not reported in the loaded dataset
The Benecon Group IncNONE$28,146not reported in the loaded dataset
PbascNONE$13,207not reported in the loaded dataset
Highmark Blue ShieldNONE$0not reported in the loaded dataset

Related Form 5500 pages