Heritage Group Health Care Plan — Form 5500 plan (Asphalt Materials, 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, Heritage Group Health Care Plan is a benefit plan reported by Asphalt Materials, Inc. under EIN 35-1002095 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,037 participants and $12,087,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asphalt Materials, Inc.
- EIN
- 35-1002095
- Plan number
- 501
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 3,037
- End-of-year plan assets
- $12,087,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,037 | H, C | 20241003084925NAL0004721459002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,087,977
- Total liabilities (EOY)
- $7,878,232
- Net assets (EOY)
- $4,209,745
- Net assets (BOY)
- -$16,247
Income & contributions
- Employer contributions
- $48,466,903
- Participant contributions
- $8,915,891
- Total contributions
- $57,382,794
- Total income / additions
- $58,796,563
Expenses & distributions
- Benefits paid
- $50,683,331
- Administrative expenses
- $3,887,240
- Total expenses
- $54,570,571
- Net increase / (decrease)
- $4,225,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | SERVICE PROVIDER | $2,074,987 | $3,767,139 | 2023 |
| Mercer Health & Benefits, LLC | CONSULTANT | $0 | $127,098 | 2023 |
| Delta Dental Of Indiana | BENEFIT ADMINISTRATOR | $119,504 | not reported in the loaded dataset | 2023 |
| St Vincent Health W&P Care Inst Inc | SERVICE PROVIDER | $84,456 | not reported in the loaded dataset | 2023 |
| Alternative Health Solutions, LLC | SERVICE PROVIDER | $36,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asphalt Materials, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Anthem Insurance Companies, Inc. — Schedule C compensation
- Mercer Health & Benefits, LLC — Schedule C compensation
- Delta Dental Of Indiana — Schedule C compensation
- St Vincent Health W&P Care Inst Inc — Schedule C compensation
- Alternative Health Solutions, LLC — Schedule C compensation