Plan5500

Ned Bard & Son Co. Group Health Plan — Form 5500 plan (Ned Bard & Son Co.)

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, Ned Bard & Son Co. Group Health Plan is a benefit plan reported by Ned Bard & Son Co. under EIN 23-2120072 and plan number 501. The latest loaded filing year is 2023. The filing reports 25 participants and $32,353 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ned Bard & Son Co.
EIN
23-2120072
Plan number
501
Plan type
2
Location
Leola, PA
Latest filing year
2023
Participants
25
End-of-year plan assets
$32,353

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I, C20240701051707NAL0005132864001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$32,353
Total liabilities (EOY)
$42,946
Net assets (EOY)
-$10,593
Net assets (BOY)
$38,966

Income & contributions

Employer contributions
$239,818
Participant contributions
$138,788
Total income / additions
$379,725

Expenses & distributions

Benefits paid
$217,364
Administrative expenses
$13,819
Total expenses
$429,284
Net increase / (decrease)
-$49,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital BluecrossCARRIER$13,819not reported in the loaded dataset2023
The Benecon GroupBROKER$6,124not reported in the loaded dataset2023
Hub Int. (Pa)BROKER$5,448not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,339not reported in the loaded dataset2023
Hdh Group - PittsburghBROKER$672not reported in the loaded dataset2023

Related Form 5500 pages