Ivystone Group, LLC Group Benefit Plan — Form 5500 plan (Ivystone Group, 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, Ivystone Group, LLC Group Benefit Plan is a benefit plan reported by Ivystone Group, LLC under EIN 27-1347054 and plan number 501. The latest loaded filing year is 2023. The filing reports 71 participants and $109,769 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$42.8KPlan net assets, end of year$42,764
Participants71Covered participants reported
Assets / participant$1.5KComputed: assets ÷ participants$1,546 (computed)
Provider compensation$76.8K4 Schedule C provider row(s)$76,811
- Plan sponsor
- Ivystone Group, LLC
- EIN
- 27-1347054
- Plan number
- 501
- Plan type
- 3
- Location
- Exton, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I, C | 20241015163049NAL0030348657001 |
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)$109.8K total assets
Net assets$42.8KLiabilities$67K
Full reported line items
Net assets
- Total assets (EOY)
- $109,769
- Total liabilities (EOY)
- $67,005
- Net assets (EOY)
- $42,764
- Net assets (BOY)
- $2,913
Income & contributions
- Employer contributions
- $639,990
- Participant contributions
- $246,460
- Total income / additions
- $889,225
Expenses & distributions
- Benefits paid
- $502,739
- Administrative expenses
- $43,591
- Total expenses
- $849,374
- Net increase / (decrease)
- $39,851
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.
72%28%
Employer 72%Participant 28%
Total expenses ÷ net assets1986%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets180%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trustmark Health Benefits, Inc. | ADMIN | $43,591 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $14,872 | not reported in the loaded dataset | 2023 |
| Onedigital (Philadelphia) | BROKER | $14,148 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $4,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ivystone Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Exton, PA
- Trustmark Health Benefits, Inc. — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Onedigital (Philadelphia) — Schedule C compensation
- Connectcare3 — Schedule C compensation