Plan5500

Stratix Systems, Inc. Group Medical Plan — Form 5500 plan (Stratix Systems, 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, Stratix Systems, Inc. Group Medical Plan is a benefit plan reported by Stratix Systems, Inc. under EIN 23-1878527 and plan number 526. The latest loaded filing year is 2023. The filing reports 70 participants and $119,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stratix Systems, Inc.
EIN
23-1878527
Plan number
526
Plan type
2
Location
Wyomissing, PA
Latest filing year
2023
Participants
70
End-of-year plan assets
$119,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202370I, C20240618121225NAL0005903522001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$119,497
Total liabilities (EOY)
$83,645
Net assets (EOY)
$35,852
Net assets (BOY)
-$60,973

Income & contributions

Employer contributions
$495,283
Participant contributions
$263,300
Total income / additions
$782,334

Expenses & distributions

Benefits paid
$353,540
Administrative expenses
$5,046
Total expenses
$685,509
Net increase / (decrease)
$96,825

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tompkins InsuranceBROKER$25,230not reported in the loaded dataset2023
The Benecon GroupBROKER$16,444not reported in the loaded dataset2023
Capital BluecrossCARRIER$5,046not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,508not reported in the loaded dataset2023

Related Form 5500 pages