Shared Services Health Plan — Form 5500 plan (Shared Services Consortium, LLC)
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, Shared Services Health Plan is a benefit plan reported by Shared Services Consortium, LLC under EIN 25-1882792 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,811 participants and $17,540,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shared Services Consortium, LLC
- EIN
- 25-1882792
- Plan number
- 501
- Plan type
- 3
- Location
- Lititz, PA
- Latest filing year
- 2023
- Participants
- 2,811
- End-of-year plan assets
- $17,540,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,811 | H, C | 20250415132133NAL0001506883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,540,945
- Total liabilities (EOY)
- $1,706,777
- Net assets (EOY)
- $15,834,168
- Net assets (BOY)
- $18,005,649
Income & contributions
- Employer contributions
- $36,721,232
- Participant contributions
- $9,319,573
- Total contributions
- $46,040,805
- Total income / additions
- $57,354,656
Expenses & distributions
- Benefits paid
- $57,814,929
- Administrative expenses
- $1,711,208
- Total expenses
- $59,526,137
- Net increase / (decrease)
- -$2,171,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark Inc. | NONE | $688,528 | $0 | 2023 |
| The Benecon Group | NONE | $621,326 | not reported in the loaded dataset | 2023 |
| Geisinger Indemnity Insurance Co. | NONE | $119,807 | not reported in the loaded dataset | 2023 |
| Henderson Brothers | NONE | $95,119 | not reported in the loaded dataset | 2023 |
| Umr | NONE | $72,672 | not reported in the loaded dataset | 2023 |
| Upmc | NONE | $60,227 | not reported in the loaded dataset | 2023 |
| Tompkins Insurance Agency | NONE | $34,320 | not reported in the loaded dataset | 2023 |
| Independence Administrators | NONE | $32,724 | not reported in the loaded dataset | 2023 |
| Strickler Agency, Inc. | NONE | $29,198 | not reported in the loaded dataset | 2023 |
| Empirx Health | NONE | $24,166 | not reported in the loaded dataset | 2023 |
| Innovu | NONE | $14,824 | not reported in the loaded dataset | 2023 |
| Truescripts | NONE | $14,696 | not reported in the loaded dataset | 2023 |
| Susquehanna Insurance | NONE | $9,590 | not reported in the loaded dataset | 2023 |
| Bsi Corporate Benefits LLC | NONE | $8,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shared Services Consortium, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lititz, PA
- Highmark Inc. — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Geisinger Indemnity Insurance Co. — Schedule C compensation
- Henderson Brothers — Schedule C compensation
- Umr — Schedule C compensation
- Upmc — Schedule C compensation
- Tompkins Insurance Agency — Schedule C compensation
- Independence Administrators — Schedule C compensation
- Strickler Agency, Inc. — Schedule C compensation
- Empirx Health — Schedule C compensation
- Innovu — Schedule C compensation
- Truescripts — Schedule C compensation
- Susquehanna Insurance — Schedule C compensation
- Bsi Corporate Benefits LLC — Schedule C compensation