Plan5500

W. S. Cumby, Inc. Employee Benefits Health And Welfare Plan — Form 5500 plan (W. S. Cumby, 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, W. S. Cumby, Inc. Employee Benefits Health And Welfare Plan is a benefit plan reported by W. S. Cumby, Inc. under EIN 23-2101220 and plan number 501. The latest loaded filing year is 2023. The filing reports 62 participants and $13,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W. S. Cumby, Inc.
EIN
23-2101220
Plan number
501
Plan type
2
Location
Springfield, PA
Latest filing year
2023
Participants
62
End-of-year plan assets
$13,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202362I, C20240605111312NAL0009879251001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$13,159
Total liabilities (EOY)
$68,173
Net assets (EOY)
-$55,014
Net assets (BOY)
-$58,450

Income & contributions

Employer contributions
$330,090
Participant contributions
$211,633
Total income / additions
$544,922

Expenses & distributions

Benefits paid
$312,085
Administrative expenses
$13,739
Total expenses
$541,486
Net increase / (decrease)
$3,436

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Univest InsuranceBROKER$23,370not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$13,959not reported in the loaded dataset2023
Independence Administrators (Ia)ADMIN$13,739not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,055not reported in the loaded dataset2023

Related Form 5500 pages