2023 Form 5500 filing — Peters Brothers, 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 20250724092237NAL0012774018001) for Peters Brothers, Inc. Group Medical Plan, reported by Peters Brother, Inc. under EIN 23-1579493 and plan number 501. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$50.2KReported net assets-$50,213
Participants48
Provider compensation$42.6K4 Schedule C row(s)$42,562
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250724092237NAL0012774018001
- Plan sponsor
- Peters Brother, Inc.
- EIN
- 23-1579493
- Plan number
- 501
- Location
- Lenhartsville, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$48.6K total assets
Net assets-$50.2KLiabilities$98.8K
Full reported line items
- Total assets (EOY)
- $48,605
- Total liabilities (EOY)
- $98,818
- Net assets (EOY)
- -$50,213
- Employer contributions
- $810,657
- Participant contributions
- $256,126
- Total income / additions
- $1,094,504
- Benefits paid
- $759,007
- Administrative expenses
- $1,675
- Total expenses
- $1,254,041
- Net increase / (decrease)
- -$159,537
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Patriot (Power-Kunkle Group, Inc.) | BROKER | $23,760 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $13,354 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,773 | not reported in the loaded dataset |
| Highmark Blue Shield (Central) | ADMIN | $1,675 | not reported in the loaded dataset |