Brethren Village Group Medical Plan — Form 5500 plan (Brethren Village)
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, Brethren Village Group Medical Plan is a benefit plan reported by Brethren Village under EIN 23-1425014 and plan number 502. The latest loaded filing year is 2023. The filing reports 198 participants and $1,992,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brethren Village
- EIN
- 23-1425014
- Plan number
- 502
- Plan type
- 2
- Location
- Lititz, PA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $1,992,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20250402102355NAL0017058050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,992,176
- Total liabilities (EOY)
- $253,820
- Net assets (EOY)
- $1,738,356
- Net assets (BOY)
- $1,519,273
Income & contributions
- Employer contributions
- $2,159,333
- Participant contributions
- $370,891
- Total contributions
- $2,530,224
- Total income / additions
- $2,581,966
Expenses & distributions
- Benefits paid
- $2,305,740
- Administrative expenses
- $57,143
- Total expenses
- $2,362,883
- Net increase / (decrease)
- $219,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benecon Group LLC | BROKERS | $28,571 | not reported in the loaded dataset | 2023 |
| Lr Webber | BROKERS | $27,401 | not reported in the loaded dataset | 2023 |
| Assured Partners (Central Pa) | BROKERS | $11,419 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $9,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brethren Village
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lititz, PA
- The Benecon Group LLC — Schedule C compensation
- Lr Webber — Schedule C compensation
- Assured Partners (Central Pa) — Schedule C compensation
- Connectcare3 — Schedule C compensation