Wormtown Brewery, LLC Employee Group Medical Plan (501) — Form 5500 plan (Wormtown Brewery, 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, Wormtown Brewery, LLC Employee Group Medical Plan (501) is a benefit plan reported by Wormtown Brewery, Inc. under EIN 27-0577027 and plan number 501. The latest loaded filing year is 2023. The filing reports 27 participants and $5,677 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wormtown Brewery, Inc.
EIN
27-0577027
Plan number
501
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
27
End-of-year plan assets
$5,677

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202327I, C20250911161410NAL0000965312001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,677
Total liabilities (EOY)
$32,631
Net assets (EOY)
-$26,954
Net assets (BOY)
$0

Income & contributions

Employer contributions
$287,406
Participant contributions
$0
Total income / additions
$288,098

Expenses & distributions

Benefits paid
$175,153
Administrative expenses
$13,698
Total expenses
$315,052
Net increase / (decrease)
-$26,954

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Health Plans, IncADMIN$13,698not reported in the loaded dataset2023
Richards, Inc.BROKER$8,295not reported in the loaded dataset2023
The Benecon GroupBROKER$5,923not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,294not reported in the loaded dataset2023

Related Form 5500 pages