Fisher & Thompson Inc. Group Health Plan — Form 5500 plan (Fisher & Thompson 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, Fisher & Thompson Inc. Group Health Plan is a benefit plan reported by Fisher & Thompson Inc. under EIN 23-2399875 and plan number 520. The latest loaded filing year is 2023. The filing reports 148 participants and $145,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fisher & Thompson Inc.
- EIN
- 23-2399875
- Plan number
- 520
- Plan type
- 2
- Location
- Leola, PA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $145,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | I, C | 20240813115624NAL0017918576001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $145,467
- Total liabilities (EOY)
- $112,743
- Net assets (EOY)
- $32,724
- Net assets (BOY)
- -$118,567
Income & contributions
- Employer contributions
- $1,313,352
- Participant contributions
- $191,303
- Total income / additions
- $1,509,235
Expenses & distributions
- Benefits paid
- $733,323
- Administrative expenses
- $17,129
- Total expenses
- $1,357,944
- Net increase / (decrease)
- $151,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Engle, Hambright & Davies, Inc. | BROKER | $47,216 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $26,553 | not reported in the loaded dataset | 2023 |
| Highmark Blue Shield (Central) | ADMIN | $17,129 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $7,382 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fisher & Thompson Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Leola, PA
- Engle, Hambright & Davies, Inc. — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Highmark Blue Shield (Central) — Schedule C compensation
- Connectcare3 — Schedule C compensation