Orthopaedic Associates Of Allentown, Ltd. Group Medical Plan — Form 5500 plan (Orthopaedic Associates Of Allentown)

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, Orthopaedic Associates Of Allentown, Ltd. Group Medical Plan is a benefit plan reported by Orthopaedic Associates Of Allentown under EIN 23-1857130 and plan number 502. The latest loaded filing year is 2023. The filing reports 78 participants and $30,443 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$330.1KPlan net assets, end of year-$330,100
Participants78Covered participants reported
Assets / participant$390Computed: assets ÷ participants$390 (computed)
Provider compensation$68.8K3 Schedule C provider row(s)$68,833
Plan sponsor
Orthopaedic Associates Of Allentown
EIN
23-1857130
Plan number
502
Plan type
2
Location
Allentown, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I, C20240603103524NAL0037383170001
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)$30.4K total assets
Net assets-$330.1KLiabilities$360.5K
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.8M
Benefits paid / distributions$1.3M
Contributions
Employer$1.2M
Participant$210.3K
Full reported line items

Net assets

Total assets (EOY)
$30,443
Total liabilities (EOY)
$360,543
Net assets (EOY)
-$330,100
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,221,610
Participant contributions
$210,274
Total income / additions
$1,455,994

Expenses & distributions

Benefits paid
$1,304,231
Administrative expenses
-$10,084
Total expenses
$1,786,094
Net increase / (decrease)
-$330,100
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 85%Participant 15%
Benefits paid ÷ total income90%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Univest InsuranceBROKER$44,370not reported in the loaded dataset2023
The Benecon GroupBROKER$19,079not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,384not reported in the loaded dataset2023

Related Form 5500 pages