Plan5500

Caddick Utilities, LLC Group Medical Plan — Form 5500 plan (Caddick Utilities, 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, Caddick Utilities, LLC Group Medical Plan is a benefit plan reported by Caddick Utilities, LLC under EIN 26-3945873 and plan number 502. The latest loaded filing year is 2023. The filing reports 126 participants and $894,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caddick Utilities, LLC
EIN
26-3945873
Plan number
502
Plan type
2
Location
Ambler, PA
Latest filing year
2023
Participants
126
End-of-year plan assets
$894,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20250213101008NAL0022519857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$894,741
Total liabilities (EOY)
$148,468
Net assets (EOY)
$746,273
Net assets (BOY)
$235,617

Income & contributions

Employer contributions
$2,266,883
Total contributions
$2,266,883
Total income / additions
$2,282,435

Expenses & distributions

Benefits paid
$919,706
Administrative expenses
$852,073
Total expenses
$1,771,779
Net increase / (decrease)
$510,656

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sterling Benefits, LLCBROKER$91,500not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$24,765not reported in the loaded dataset2023
Independence Administrators (Ia)ADMIN$23,048not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$8,174not reported in the loaded dataset2023

Related Form 5500 pages