Plan5500

Berkshire Systems Group, Inc. Group Medical Plan — Form 5500 plan (Berkshire Systems Group, 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, Berkshire Systems Group, Inc. Group Medical Plan is a benefit plan reported by Berkshire Systems Group, Inc. under EIN 23-2218930 and plan number 501. The latest loaded filing year is 2023. The filing reports 99 participants and $40,968 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berkshire Systems Group, Inc.
EIN
23-2218930
Plan number
501
Plan type
2
Location
Shillington, PA
Latest filing year
2023
Participants
99
End-of-year plan assets
$40,968

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202399I, C20240612092143NAL0028927361001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$40,968
Total liabilities (EOY)
$78,829
Net assets (EOY)
-$37,861
Net assets (BOY)
$391,231

Income & contributions

Employer contributions
$1,423,462
Participant contributions
$31,829
Total income / additions
$1,470,420

Expenses & distributions

Benefits paid
$992,633
Administrative expenses
$18,264
Total expenses
$1,899,512
Net increase / (decrease)
-$429,092

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$41,887not reported in the loaded dataset2023
The Benecon GroupBROKER$24,263not reported in the loaded dataset2023
Highmark Blue Shield (Central)ADMIN$18,264not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$6,855not reported in the loaded dataset2023

Related Form 5500 pages