Storage Asset Management, LLC Health & Welfare Plan — Form 5500 plan (Storage Asset Management, 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, Storage Asset Management, LLC Health & Welfare Plan is a benefit plan reported by Storage Asset Management, LLC under EIN 27-2449301 and plan number 501. The latest loaded filing year is 2023. The filing reports 285 participants and $1,071,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Storage Asset Management, LLC
- EIN
- 27-2449301
- Plan number
- 501
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $1,071,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241011072829NAL0021482001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,071,769
- Total liabilities (EOY)
- $406,205
- Net assets (EOY)
- $665,564
- Net assets (BOY)
- -$485,029
Income & contributions
- Employer contributions
- $3,002,445
- Participant contributions
- $1,073,676
- Total contributions
- $4,076,121
- Total income / additions
- $4,085,415
Expenses & distributions
- Benefits paid
- $2,762,766
- Administrative expenses
- $172,056
- Total expenses
- $2,934,822
- Net increase / (decrease)
- $1,150,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Engle Hambright & Davies, Inc. | BROKER | $80,772 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $62,189 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $19,901 | not reported in the loaded dataset | 2023 |
| Capital Bluecross | ADMIN | $9,194 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Storage Asset Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Engle Hambright & Davies, Inc. — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Capital Bluecross — Schedule C compensation