Plan5500

Energycap, LLC Group Medical Plan — Form 5500 plan (Energycap, 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, Energycap, LLC Group Medical Plan is a benefit plan reported by Energycap, LLC under EIN 27-1272222 and plan number 501. The latest loaded filing year is 2023. The filing reports 83 participants and $168,712 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$25.4KPlan net assets, end of year-$25,357
Participants83Covered participants reported
Assets / participant$2KComputed: assets ÷ participants$2,033 (computed)
Provider compensation$21.4K4 Schedule C provider row(s)$21,430
Plan sponsor
Energycap, LLC
EIN
27-1272222
Plan number
501
Plan type
2
Location
Boalsburg, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383I, C20240606144215NAL0035867472001
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)$168.7K total assets
Net assets-$25.4KLiabilities$194.1K
Money in vs. money out
Total income / additions$491.8K
Total expenses$632.4K
Benefits paid / distributions$429.6K
Contributions
Employer$479.1K
Participant$5.7K
Full reported line items

Net assets

Total assets (EOY)
$168,712
Total liabilities (EOY)
$194,069
Net assets (EOY)
-$25,357
Net assets (BOY)
$115,242

Income & contributions

Employer contributions
$479,129
Participant contributions
$5,739
Total income / additions
$491,776

Expenses & distributions

Benefits paid
$429,573
Administrative expenses
$1,794
Total expenses
$632,375
Net increase / (decrease)
-$140,599
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 99%Participant 1%
Benefits paid ÷ total income87%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First National Insurance AgencyBROKER$10,465not reported in the loaded dataset2023
The Benecon Group LLCBROKER$7,586not reported in the loaded dataset2023
Capital BluecrossADMIN$1,794not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,585not reported in the loaded dataset2023

Related Form 5500 pages