2023 Form 5500 filing — Francis O. Day, Co., Inc. Group Health & Life 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 20250814140526NAL0005449075001) for Francis O. Day, Co., Inc. Group Health & Life Plan, reported by Francis O. Day Co., Inc. under EIN 52-0813708 and plan number 501. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$927.9KReported net assets$927,883
Participants265
Provider compensation$134.9K4 Schedule C row(s)$134,870
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250814140526NAL0005449075001
Plan sponsor
Francis O. Day Co., Inc.
EIN
52-0813708
Plan number
501
Location
Rockville, MD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$927.9KLiabilities$196.2K
Money in vs. money out
Total income / additions$2.7M
Total expenses$2M
Benefits paid / distributions$1.4M
Contributions
Employer$1.9M
Participant$808.3K
Full reported line items
Total assets (EOY)
$1,124,040
Total liabilities (EOY)
$196,157
Net assets (EOY)
$927,883
Employer contributions
$1,895,057
Participant contributions
$808,341
Total income / additions
$2,723,918
Benefits paid
$1,355,955
Administrative expenses
$619,455
Total expenses
$1,975,410
Net increase / (decrease)
$748,508

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Carefirst AdministratorsADMIN$56,824not reported in the loaded dataset
Brown & Brown Insurance Of VaBROKER$47,112not reported in the loaded dataset
The Benecon Group, LLCBROKER$24,299not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$6,635not reported in the loaded dataset

Related Form 5500 pages