The Advocacy Alliance Group Medical Plan (502) — Form 5500 plan (The Advocacy Alliance)
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, The Advocacy Alliance Group Medical Plan (502) is a benefit plan reported by The Advocacy Alliance under EIN 24-0829843 and plan number 502. The latest loaded filing year is 2023. The filing reports 78 participants and $251,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Advocacy Alliance
- EIN
- 24-0829843
- Plan number
- 502
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 78
- End-of-year plan assets
- $251,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 78 | I, C | 20250103101754NAL0007522978001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $251,938
- Total liabilities (EOY)
- $561,784
- Net assets (EOY)
- -$309,846
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,030,273
- Participant contributions
- $245,248
- Total income / additions
- $1,276,549
Expenses & distributions
- Benefits paid
- $1,057,335
- Administrative expenses
- $1,394
- Total expenses
- $1,586,395
- Net increase / (decrease)
- -$309,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cummings Insurance Agency | BROKER | $27,870 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $17,976 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $5,072 | not reported in the loaded dataset | 2023 |
| Highmark Bcbs Nepa | ADMIN | $1,394 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Advocacy Alliance
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Cummings Insurance Agency — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Highmark Bcbs Nepa — Schedule C compensation