Plan5500

Indian Creek Foundation Health And Welfare Benefit Plan — Form 5500 plan (Indian Creek Foundation)

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, Indian Creek Foundation Health And Welfare Benefit Plan is a benefit plan reported by Indian Creek Foundation under EIN 23-3330096 and plan number 501. The latest loaded filing year is 2023. The filing reports 139 participants and $1,418,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indian Creek Foundation
EIN
23-3330096
Plan number
501
Plan type
2
Location
Souderton, PA
Latest filing year
2023
Participants
139
End-of-year plan assets
$1,418,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241008072958NAL0016275105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,418,159
Total liabilities (EOY)
$155,269
Net assets (EOY)
$1,262,890
Net assets (BOY)
$699,599

Income & contributions

Total contributions
$0
Total income / additions
$3,352,813

Expenses & distributions

Benefits paid
$2,789,522
Administrative expenses
$0
Total expenses
$2,789,522
Net increase / (decrease)
$563,291

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meritain Health, An Aetna CompanyADMIN$83,891not reported in the loaded dataset2023
Patriot (Exude, Inc.)BROKER$82,616not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$25,756not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$8,947not reported in the loaded dataset2023

Related Form 5500 pages