R. A. Walton & Co., Inc. Group Health Plan — Form 5500 plan (R. A. Walton & Co. 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, R. A. Walton & Co., Inc. Group Health Plan is a benefit plan reported by R. A. Walton & Co. Inc. under EIN 23-2547922 and plan number 501. The latest loaded filing year is 2023. The filing reports 188 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. A. Walton & Co. Inc.
- EIN
- 23-2547922
- Plan number
- 501
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | C | 20240613081356NAL0016269235001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gunn-Mowery, LLC | BROKER | $63,662 | not reported in the loaded dataset | 2023 |
| The Benecon Group LLC | BROKER | $31,166 | not reported in the loaded dataset | 2023 |
| Highmark Blue Shield (Central) | ADMIN | $9,875 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $9,809 | not reported in the loaded dataset | 2023 |
| Young, Oakes, Brown & Co | ADMIN | $13 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R. A. Walton & Co. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Gunn-Mowery, LLC — Schedule C compensation
- The Benecon Group LLC — Schedule C compensation
- Highmark Blue Shield (Central) — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Young, Oakes, Brown & Co — Schedule C compensation