Heidler Roofing Services, Inc. Group Medical Plan — Form 5500 plan (Heidler Roofing Services, 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, Heidler Roofing Services, Inc. Group Medical Plan is a benefit plan reported by Heidler Roofing Services, Inc. under EIN 23-2389734 and plan number 502. The latest loaded filing year is 2023. The filing reports 45 participants and $395,541 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$393.1KPlan net assets, end of year$393,072
Participants45Covered participants reported
Assets / participant$8.8KComputed: assets ÷ participants$8,790 (computed)
Provider compensation$34.4K4 Schedule C provider row(s)$34,377
- Plan sponsor
- Heidler Roofing Services, Inc.
- EIN
- 23-2389734
- Plan number
- 502
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45 | I, C | 20240925114820NAL0025321088001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$395.5K total assets
Net assets$393.1KLiabilities$2.5K
Full reported line items
Net assets
- Total assets (EOY)
- $395,541
- Total liabilities (EOY)
- $2,469
- Net assets (EOY)
- $393,072
- Net assets (BOY)
- -$590,132
Income & contributions
- Employer contributions
- $385,459
- Participant contributions
- $128,915
- Total income / additions
- $535,172
Expenses & distributions
- Benefits paid
- -$693,787
- Administrative expenses
- $34,377
- Total expenses
- -$448,032
- Net increase / (decrease)
- $983,204
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
75%25%
Employer 75%Participant 25%
Total expenses ÷ net assets-114%Computed ratio
Benefits paid ÷ total income-130%Computed ratio
Provider comp. ÷ net assets9%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | ADMIN | $15,668 | not reported in the loaded dataset | 2023 |
| Mcconkey Benefits & Financial Serv | BROKER | $14,549 | not reported in the loaded dataset | 2023 |
| Benefitmall | ADMIN | $2,899 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $1,261 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heidler Roofing Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Aetna — Schedule C compensation
- Mcconkey Benefits & Financial Serv — Schedule C compensation
- Benefitmall — Schedule C compensation
- The Benecon Group — Schedule C compensation