Walnut Capital Management Inc. Group Medical Plan — Form 5500 plan (Walnut Capital Management 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, Walnut Capital Management Inc. Group Medical Plan is a benefit plan reported by Walnut Capital Management Inc. under EIN 25-1805315 and plan number 501. The latest loaded filing year is 2023. The filing reports 71 participants and $35,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walnut Capital Management Inc.
- EIN
- 25-1805315
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $35,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I, C | 20250130120728NAL0000590675001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $35,771
- Total liabilities (EOY)
- $235,021
- Net assets (EOY)
- -$199,250
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $422,010
- Participant contributions
- $15,405
- Total income / additions
- $444,201
Expenses & distributions
- Benefits paid
- $431,354
- Administrative expenses
- $4,950
- Total expenses
- $643,451
- Net increase / (decrease)
- -$199,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Engle-Hambright & Davies, Inc. (Ehd | BROKER | $17,586 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $15,303 | not reported in the loaded dataset | 2023 |
| Upmc Benefit Management Services | ADMIN | $4,950 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $4,221 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walnut Capital Management Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Engle-Hambright & Davies, Inc. (Ehd — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Upmc Benefit Management Services — Schedule C compensation
- Connectcare3 — Schedule C compensation