Martha Lloyd School, Inc. Welfare Benefits Plan — Form 5500 plan (Martha Lloyd School, 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, Martha Lloyd School, Inc. Welfare Benefits Plan is a benefit plan reported by Martha Lloyd School, Inc. under EIN 24-0798830 and plan number 501. The latest loaded filing year is 2023. The filing reports 138 participants and $1,119,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martha Lloyd School, Inc.
- EIN
- 24-0798830
- Plan number
- 501
- Plan type
- 2
- Location
- Troy, PA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $1,119,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240812120620NAL0016426656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,119,251
- Total liabilities (EOY)
- $167,541
- Net assets (EOY)
- $951,710
- Net assets (BOY)
- $526,344
Income & contributions
- Employer contributions
- $2,206,708
- Participant contributions
- $371,970
- Total contributions
- $2,578,678
- Total income / additions
- $2,582,289
Expenses & distributions
- Benefits paid
- $1,365,589
- Administrative expenses
- $791,334
- Total expenses
- $2,156,923
- Net increase / (decrease)
- $425,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benecon Group | BROKER | $26,078 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | BROKER | $18,314 | not reported in the loaded dataset | 2023 |
| Highmark Bcbs Nepa | ADMIN | $12,697 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $9,059 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Martha Lloyd School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Troy, PA
- The Benecon Group — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Highmark Bcbs Nepa — Schedule C compensation
- Connectcare 3 — Schedule C compensation