Lebanon Valley Brethren Home Group Medical Plan — Form 5500 plan (Lebanon Valley Brethren Home)

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, Lebanon Valley Brethren Home Group Medical Plan is a benefit plan reported by Lebanon Valley Brethren Home under EIN 23-7404857 and plan number 502. The latest loaded filing year is 2023. The filing reports 140 participants and $1,125,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lebanon Valley Brethren Home
EIN
23-7404857
Plan number
502
Plan type
2
Location
Palmyra, PA
Latest filing year
2023
Participants
140
End-of-year plan assets
$1,125,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20250408113605NAL0018005601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,125,317
Total liabilities (EOY)
$251,911
Net assets (EOY)
$873,406
Net assets (BOY)
$683,791

Income & contributions

Employer contributions
$1,754,742
Participant contributions
$379,255
Total contributions
$2,133,997
Total income / additions
$2,158,238

Expenses & distributions

Benefits paid
$1,926,834
Administrative expenses
$41,789
Total expenses
$1,968,623
Net increase / (decrease)
$189,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon Group LLCBROKER$29,244not reported in the loaded dataset2023
Lr WebberBROKER$23,942not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$8,996not reported in the loaded dataset2023

Related Form 5500 pages