Berks Packing Company, Inc. Group Life Insurance Plan — Form 5500 plan (Berks Packing Co., 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, Berks Packing Company, Inc. Group Life Insurance Plan is a benefit plan reported by Berks Packing Co., Inc. under EIN 23-0404560 and plan number 501. The latest loaded filing year is 2023. The filing reports 66 participants and $212,831 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.8KPlan net assets, end of year$25,767
Participants66Covered participants reported
Assets / participant$3.2KComputed: assets ÷ participants$3,225 (computed)
Provider compensation$31.7K4 Schedule C provider row(s)$31,663
Plan sponsor
Berks Packing Co., Inc.
EIN
23-0404560
Plan number
501
Plan type
2
Location
Reading, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202366I, C20240624072850NAL0012285522001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$212.8K total assets
Net assets$25.8KLiabilities$187.1K
Money in vs. money out
Total income / additions$756.5K
Total expenses$674.2K
Benefits paid / distributions$388.8K
Contributions
Employer$642.2K
Participant$108.1K
Full reported line items

Net assets

Total assets (EOY)
$212,831
Total liabilities (EOY)
$187,064
Net assets (EOY)
$25,767
Net assets (BOY)
-$56,600

Income & contributions

Employer contributions
$642,181
Participant contributions
$108,138
Total income / additions
$756,523

Expenses & distributions

Benefits paid
$388,752
Administrative expenses
$5,853
Total expenses
$674,156
Net increase / (decrease)
$82,367
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 86%Participant 14%
Total expenses ÷ net assets2616%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets123%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon Group, LLCBROKER$11,778not reported in the loaded dataset2023
Patriot (Power-Kunkle Group, Inc.)BROKER$11,690not reported in the loaded dataset2023
Capital BluecrossADMIN$5,853not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,342not reported in the loaded dataset2023

Related Form 5500 pages