Home Halcyon, Inc. Halcyon, Inc. Employee Benefit Plan Halcyon, Inc. Employee Benefit Plan — Form 5500 plan (Halcyon, Inc.) Plain-English plan 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, Halcyon, Inc. Employee Benefit Plan is a benefit plan reported by Halcyon, Inc. under EIN 16-1435197 and plan number 502. The latest loaded filing year is 2023. The filing reports 79 participants and $33,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Halcyon, Inc.
EIN 16-1435197
Plan number 502
Plan type 2
Location Phelps, NY
Latest filing year 2023
Participants 79
End-of-year plan assets $33,731 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 79 I, C 20240312120554NAL0060525602001 2023 75 I, C 20250117114253NAL0025092033001
Reported financial statement (2023 · Schedule I) Net assets
Total assets (EOY) $143,240
Total liabilities (EOY) $21,345
Net assets (EOY) $121,895
Net assets (BOY) -$14,853 Income & contributions
Employer contributions $496,707
Participant contributions $0
Total income / additions $511,372 Expenses & distributions
Benefits paid $184,823
Administrative expenses $6,403
Total expenses $374,624
Net increase / (decrease) $136,748 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Tompkins Insurance BROKER $35,000 not reported in the loaded dataset 2023 Tompkins Insurance BROKER $25,790 not reported in the loaded dataset 2023 The Benecon Group BROKER $14,243 not reported in the loaded dataset 2023 Meritain Health, An Aetna Company ADMIN $6,403 not reported in the loaded dataset 2023 Connectcare3 PATIENT ADVOCATE $4,019 not reported in the loaded dataset 2023 The Benecon Group BROKER $2,631 not reported in the loaded dataset 2023 Meritain Health, An Aetna Company ADMIN $1,218 not reported in the loaded dataset 2023 Connectcare3 PATIENT ADVOCATE $742 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources