Plan5500

A & L Wood, Inc. Health And Welfare Benefit Plan — Form 5500 plan (A & L Wood, 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, A & L Wood, Inc. Health And Welfare Benefit Plan is a benefit plan reported by A & L Wood, Inc. under EIN 23-2107973 and plan number 501. The latest loaded filing year is 2023. The filing reports 54 participants and $59,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A & L Wood, Inc.
EIN
23-2107973
Plan number
501
Plan type
2
Location
Mt. Pleasant Mills, PA
Latest filing year
2023
Participants
54
End-of-year plan assets
$59,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202354I, C20260409120525NAL0012132673001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$59,382
Total liabilities (EOY)
$92,728
Net assets (EOY)
-$33,346
Net assets (BOY)
$169,544

Income & contributions

Employer contributions
$624,688
Participant contributions
$0
Total income / additions
$627,470

Expenses & distributions

Benefits paid
$559,049
Administrative expenses
$2,174
Total expenses
$830,360
Net increase / (decrease)
-$202,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sholley Agency, Inc.BROKER$15,120not reported in the loaded dataset2023
The Benecon GroupBROKER$13,415not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,523not reported in the loaded dataset2023
Capital BluecrossADMIN$2,174not reported in the loaded dataset2023

Related Form 5500 pages