2023 Form 5500 filing — Aerzen Usa Corp. 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 20250826154313NAL0008650369001) for Aerzen Usa Corp. Group Medical Plan, reported by Aerzen Usa Corp. under EIN 34-1384479 and plan number 502. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250826154313NAL0008650369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aerzen Usa Corp.
- EIN
- 34-1384479
- Plan number
- 502
- Location
- Coatesville, PA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,215
- Total liabilities (EOY)
- $343,042
- Net assets (EOY)
- -$151,827
- Employer contributions
- $3,546,530
- Participant contributions
- $273,960
- Total income / additions
- $3,832,047
- Benefits paid
- $3,884,473
- Administrative expenses
- $177,195
- Total expenses
- $4,061,668
- Net increase / (decrease)
- -$229,621
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Health Plans | ADMIN | $68,440 | not reported in the loaded dataset |
| Trion Group | BROKER | $63,240 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $34,049 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $11,466 | not reported in the loaded dataset |