Movers Specialty Service, Inc. Employee Welfare Plan — Form 5500 plan (Movers Specialty Service, 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, Movers Specialty Service, Inc. Employee Welfare Plan is a benefit plan reported by Movers Specialty Service, Inc. under EIN 23-2203850 and plan number 501. The latest loaded filing year is 2023. The filing reports 184 participants and $688,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Movers Specialty Service, Inc.
- EIN
- 23-2203850
- Plan number
- 501
- Plan type
- 2
- Location
- Montgomeryville, PA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $688,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241004144504NAL0020592368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $688,908
- Total liabilities (EOY)
- $329,776
- Net assets (EOY)
- $359,132
- Net assets (BOY)
- $59,211
Income & contributions
- Employer contributions
- $2,306,232
- Participant contributions
- $885,584
- Total contributions
- $3,191,816
- Total income / additions
- $3,198,594
Expenses & distributions
- Benefits paid
- $1,992,912
- Administrative expenses
- $905,761
- Total expenses
- $2,898,673
- Net increase / (decrease)
- $299,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sterling Benefits LLC | BROKER | $97,296 | not reported in the loaded dataset | 2023 |
| Independence Administrators (Ia) | ADMIN | $63,565 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $25,908 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $9,720 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Movers Specialty Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Montgomeryville, PA
- Sterling Benefits LLC — Schedule C compensation
- Independence Administrators (Ia) — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation