Peters Brothers, Inc. Group Medical Plan — Form 5500 plan (Peters Brother, 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, Peters Brothers, Inc. Group Medical Plan is a benefit plan reported by Peters Brother, Inc. under EIN 23-1579493 and plan number 501. The latest loaded filing year is 2023. The filing reports 48 participants and $48,605 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$50.2KPlan net assets, end of year-$50,213
Participants48Covered participants reported
Assets / participant$1KComputed: assets ÷ participants$1,013 (computed)
Provider compensation$42.6K4 Schedule C provider row(s)$42,562
Plan sponsor
Peters Brother, Inc.
EIN
23-1579493
Plan number
501
Plan type
2
Location
Lenhartsville, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202348I, C20250724092237NAL0012774018001
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)$48.6K total assets
Net assets-$50.2KLiabilities$98.8K
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.3M
Benefits paid / distributions$759K
Contributions
Employer$810.7K
Participant$256.1K
Full reported line items

Net assets

Total assets (EOY)
$48,605
Total liabilities (EOY)
$98,818
Net assets (EOY)
-$50,213
Net assets (BOY)
$109,324

Income & contributions

Employer contributions
$810,657
Participant contributions
$256,126
Total income / additions
$1,094,504

Expenses & distributions

Benefits paid
$759,007
Administrative expenses
$1,675
Total expenses
$1,254,041
Net increase / (decrease)
-$159,537
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 76%Participant 24%
Benefits paid ÷ total income69%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$23,760not reported in the loaded dataset2023
The Benecon GroupBROKER$13,354not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,773not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$1,675not reported in the loaded dataset2023

Related Form 5500 pages