Kendal-Crosslands Communities Group Medical Plan — Form 5500 plan (Kendal-Crosslands Communities)

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, Kendal-Crosslands Communities Group Medical Plan is a benefit plan reported by Kendal-Crosslands Communities under EIN 23-2688382 and plan number 502. The latest loaded filing year is 2023. The filing reports 268 participants and $1,395,447 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kendal-Crosslands Communities
EIN
23-2688382
Plan number
502
Plan type
2
Location
Kennett Square, PA
Latest filing year
2023
Participants
268
End-of-year plan assets
$1,395,447

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20250328135359NAL0001336353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,395,447
Total liabilities (EOY)
$622,126
Net assets (EOY)
$773,321
Net assets (BOY)
$1,382,723

Income & contributions

Employer contributions
$3,863,636
Participant contributions
$1,219,342
Total contributions
$5,082,978
Total income / additions
$5,118,885

Expenses & distributions

Benefits paid
$4,096,788
Administrative expenses
$1,631,499
Total expenses
$5,728,287
Net increase / (decrease)
-$609,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Independence AdministratorsADMIN$108,088not reported in the loaded dataset2023
The Benecon Group LLCBROKER$53,253not reported in the loaded dataset2023
Lr WebberBROKER$48,847not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$13,280not reported in the loaded dataset2023

Related Form 5500 pages