Plan5500

Joe Jurgielewicz & Son, Ltd. Group Medical Plan — Form 5500 plan (Joe Jurgielewicz & Son, Ltd)

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, Joe Jurgielewicz & Son, Ltd. Group Medical Plan is a benefit plan reported by Joe Jurgielewicz & Son, Ltd under EIN 22-2620649 and plan number 501. The latest loaded filing year is 2023. The filing reports 115 participants and $87,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joe Jurgielewicz & Son, Ltd
EIN
22-2620649
Plan number
501
Plan type
2
Location
Hamburg, PA
Latest filing year
2023
Participants
115
End-of-year plan assets
$87,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20241011112714NAL0010864243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,673
Total liabilities (EOY)
$106,438
Net assets (EOY)
-$18,765
Net assets (BOY)
-$19,026

Income & contributions

Employer contributions
$456,938
Total contributions
$456,938
Total income / additions
$457,584

Expenses & distributions

Benefits paid
$443,369
Administrative expenses
$13,954
Total expenses
$457,323
Net increase / (decrease)
$261

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown & Brown (Pa)BROKER$13,825not reported in the loaded dataset2023
The Benecon GroupBROKER$6,036not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,094not reported in the loaded dataset2023

Related Form 5500 pages