Plan5500

Victorian Finance, LLC Group Medical Plan — Form 5500 plan (Victorian Finance, 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, Victorian Finance, LLC Group Medical Plan is a benefit plan reported by Victorian Finance, LLC under EIN 26-0084919 and plan number 501. The latest loaded filing year is 2023. The filing reports 36 participants and $130,691 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Victorian Finance, LLC
EIN
26-0084919
Plan number
501
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
36
End-of-year plan assets
$130,691

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202336I, C20250228143104NAL0002389922001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$130,691
Total liabilities (EOY)
$28,913
Net assets (EOY)
$101,778
Net assets (BOY)
$0

Income & contributions

Employer contributions
$388,290
Participant contributions
$143,497
Total income / additions
$534,165

Expenses & distributions

Benefits paid
$194,606
Administrative expenses
$3,225
Total expenses
$432,387
Net increase / (decrease)
$101,778

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stalwart InsuranceBROKER$12,200not reported in the loaded dataset2023
The Benecon GroupBROKER$12,195not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$3,225not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,664not reported in the loaded dataset2023

Related Form 5500 pages