Stephenson Equipment, Inc. Group Medical Plan — Form 5500 plan (Stephenson Equipment, 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, Stephenson Equipment, Inc. Group Medical Plan is a benefit plan reported by Stephenson Equipment, Inc. under EIN 25-1511922 and plan number 501. The latest loaded filing year is 2023. The filing reports 162 participants and $686,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stephenson Equipment, Inc.
- EIN
- 25-1511922
- Plan number
- 501
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $686,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20240806063706NAL0003757136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $686,129
- Total liabilities (EOY)
- $90
- Net assets (EOY)
- $686,039
- Net assets (BOY)
- $141,845
Income & contributions
- Employer contributions
- $2,034,668
- Participant contributions
- $575,874
- Total contributions
- $2,615,863
- Total income / additions
- $2,638,372
Expenses & distributions
- Benefits paid
- $1,277,263
- Administrative expenses
- $816,915
- Total expenses
- $2,094,178
- Net increase / (decrease)
- $544,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcconkey Benefits & Financial Serv | BROKER | $58,582 | not reported in the loaded dataset | 2023 |
| Highmark | ADMIN | $51,674 | not reported in the loaded dataset | 2023 |
| Benefitmall | ADMIN | $11,660 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $5,019 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stephenson Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Mcconkey Benefits & Financial Serv — Schedule C compensation
- Highmark — Schedule C compensation
- Benefitmall — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation