Success Rehabilitation Inc. Group Medical Plan — Form 5500 plan (Success Rehabilitation, 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, Success Rehabilitation Inc. Group Medical Plan is a benefit plan reported by Success Rehabilitation, Inc. under EIN 23-2590923 and plan number 502. The latest loaded filing year is 2023. The filing reports 119 participants and $292,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Success Rehabilitation, Inc.
- EIN
- 23-2590923
- Plan number
- 502
- Plan type
- 2
- Location
- Quakertown, PA
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $292,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20250617134817NAL0001870641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $292,172
- Total liabilities (EOY)
- $102,428
- Net assets (EOY)
- $189,744
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,251,532
- Participant contributions
- $266,959
- Total contributions
- $1,518,491
- Total income / additions
- $1,523,725
Expenses & distributions
- Benefits paid
- $678,315
- Administrative expenses
- $655,666
- Total expenses
- $1,333,981
- Net increase / (decrease)
- $189,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patriot (Exude, Inc.) | BROKER | $51,595 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $23,491 | not reported in the loaded dataset | 2023 |
| Independence Administrators (Ia) | ADMIN | $18,921 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $6,628 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Success Rehabilitation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Quakertown, PA
- Patriot (Exude, Inc.) — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Independence Administrators (Ia) — Schedule C compensation
- Connectcare3 — Schedule C compensation