Home Pearson Ford, Inc. Pearson Ford, Inc. Health Benefit Trust Pearson Ford, Inc. Health Benefit Trust — Form 5500 plan (Pearson Ford, 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, Pearson Ford, Inc. Health Benefit Trust is a benefit plan reported by Pearson Ford, Inc. under EIN 35-1053374 and plan number 501. The latest loaded filing year is 2023. The filing reports 53 participants and $23,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Pearson Ford, Inc.
EIN 35-1053374
Plan number 501
Plan type 2
Location Zionsville, IN
Latest filing year 2023
Participants 53
End-of-year plan assets $23,281 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 53 I, C 20240412124321NAL0002354689001 2023 46 I, C 20250404152304NAL0006980515001
Reported financial statement (2023 · Schedule I) Net assets
Total assets (EOY) $20,136
Total liabilities (EOY) $47,746
Net assets (EOY) -$27,610
Net assets (BOY) -$39,910 Income & contributions
Employer contributions $275,375
Participant contributions $155,106
Total income / additions $431,366 Expenses & distributions
Benefits paid $198,713
Administrative expenses $28,712
Total expenses $419,066
Net increase / (decrease) $12,300 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Unified Group Services, Inc. ADMIN $28,712 not reported in the loaded dataset 2023 Gallagher Benefits Services (Bh Pre BROKER $19,705 not reported in the loaded dataset 2023 The Benecon Group BROKER $10,894 not reported in the loaded dataset 2023 Connectcare3 PATIENT ADVOCATE $3,074 not reported in the loaded dataset 2023 Unified Group Services, Inc. ADMIN $2,238 not reported in the loaded dataset 2023 Bh Preferred, LLC BROKER $1,472 not reported in the loaded dataset 2023 The Benecon Group BROKER $864 not reported in the loaded dataset 2023 Connectcare3 PATIENT ADVOCATE $244 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources