S & A Homes, Inc. Group Health Plan — Form 5500 plan (S & A Homes, 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, S & A Homes, Inc. Group Health Plan is a benefit plan reported by S & A Homes, Inc. under EIN 25-1375017 and plan number 502. The latest loaded filing year is 2023. The filing reports 160 participants and $1,817,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S & A Homes, Inc.
- EIN
- 25-1375017
- Plan number
- 502
- Plan type
- 2
- Location
- State College, PA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $1,817,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20240821134910NAL0008577474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,817,928
- Total liabilities (EOY)
- $3,373
- Net assets (EOY)
- $1,814,555
- Net assets (BOY)
- $1,672,732
Income & contributions
- Employer contributions
- $1,498,679
- Participant contributions
- $527,482
- Total contributions
- $2,026,161
- Total income / additions
- $2,112,149
Expenses & distributions
- Benefits paid
- $1,366,368
- Administrative expenses
- $603,958
- Total expenses
- $1,970,326
- Net increase / (decrease)
- $141,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcconkey Benefits & Financial Serv | BROKER | $46,840 | not reported in the loaded dataset | 2023 |
| Aetna | ADMIN | $44,651 | not reported in the loaded dataset | 2023 |
| Benefitmall | ADMIN | $9,328 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $4,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S & A Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in State College, PA
- Mcconkey Benefits & Financial Serv — Schedule C compensation
- Aetna — Schedule C compensation
- Benefitmall — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation