B & G Mortuary Service, Inc. Self Funded Medical Reimbursement Plan — Form 5500 plan (B & G Mortuary Service, 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, B & G Mortuary Service, Inc. Self Funded Medical Reimbursement Plan is a benefit plan reported by B & G Mortuary Service, Inc. under EIN 27-3514010 and plan number 502. The latest loaded filing year is 2023. The filing reports 6 participants and $2,332 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3KPlan net assets, end of year$2,332
Participants6Covered participants reported
Assets / participant$389Computed: assets ÷ participants$389 (computed)
Provider compensationNone reported
Plan sponsor
B & G Mortuary Service, Inc.
EIN
27-3514010
Plan number
502
Plan type
2
Location
Charlestown, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20250621204505NAL0004886881001
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)$2.3K total assets
Net assets$2.3KLiabilities
Money in vs. money out
Total income / additions$49.9K
Total expenses$47.6K
Benefits paid / distributions$40.7K
Contributions
Employer$49.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,332
Net assets (EOY)
$2,332
Net assets (BOY)
$0

Income & contributions

Employer contributions
$49,790
Total income / additions
$49,923

Expenses & distributions

Benefits paid
$40,715
Administrative expenses
$6,876
Total expenses
$47,591
Net increase / (decrease)
$2,332

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages