Brown-Daub Inc Health Reimbursement Arrangement Plan — Form 5500 plan (Brown-Daub 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, Brown-Daub Inc Health Reimbursement Arrangement Plan is a benefit plan reported by Brown-Daub Inc under EIN 24-0535610 and plan number 503. The latest loaded filing year is 2023. The filing reports 135 participants and $855,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brown-Daub Inc
EIN
24-0535610
Plan number
503
Plan type
2
Location
Easton, PA
Latest filing year
2023
Participants
135
End-of-year plan assets
$855,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20250210150331NAL0031906416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$855,373
Total liabilities (EOY)
$13,660
Net assets (EOY)
$841,713
Net assets (BOY)
$359,788

Income & contributions

Employer contributions
$1,254,570
Participant contributions
$588,400
Total contributions
$1,842,970
Total income / additions
$1,857,819

Expenses & distributions

Benefits paid
$1,281,222
Administrative expenses
$94,672
Total expenses
$1,375,894
Net increase / (decrease)
$481,925

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle Hambright & Davies, Inc.BROKER$51,843not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$24,726not reported in the loaded dataset2023
Capital Blue CrossADMIN$9,526not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$8,577not reported in the loaded dataset2023

Related Form 5500 pages