Targeted Solutions Group Medical Plan — Form 5500 plan (Targeted Solutions, 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, Targeted Solutions Group Medical Plan is a benefit plan reported by Targeted Solutions, LLC under EIN 26-2343816 and plan number 501. The latest loaded filing year is 2023. The filing reports 85 participants and $23,855 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$136.8KPlan net assets, end of year-$136,786
Participants85Covered participants reported
Assets / participant$281Computed: assets ÷ participants$281 (computed)
Provider compensation$75.4K4 Schedule C provider row(s)$75,367
Plan sponsor
Targeted Solutions, LLC
EIN
26-2343816
Plan number
501
Plan type
2
Location
Reading, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202385I, C20240603095750NAL0038307282001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.9K total assets
Net assets-$136.8KLiabilities$160.6K
Money in vs. money out
Total income / additions$682.5K
Total expenses$710.4K
Benefits paid / distributions$418.8K
Contributions
Employer$445K
Participant$236.8K
Full reported line items

Net assets

Total assets (EOY)
$23,855
Total liabilities (EOY)
$160,641
Net assets (EOY)
-$136,786
Net assets (BOY)
-$108,916

Income & contributions

Employer contributions
$444,953
Participant contributions
$236,787
Total income / additions
$682,490

Expenses & distributions

Benefits paid
$418,788
Administrative expenses
-$9,358
Total expenses
$710,360
Net increase / (decrease)
-$27,870
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 65%Participant 35%
Benefits paid ÷ total income61%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$41,791not reported in the loaded dataset2023
The Benecon GroupBROKER$21,000not reported in the loaded dataset2023
Capital BluecrossADMIN$6,642not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,934not reported in the loaded dataset2023

Related Form 5500 pages