Plan5500

Heller Capital Group, LLC Group Medical Plan — Form 5500 plan (Heller Capital 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, Heller Capital Group, LLC Group Medical Plan is a benefit plan reported by Heller Capital Group, LLC under EIN 46-4323419 and plan number 501. The latest loaded filing year is 2023. The filing reports 54 participants and $93,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heller Capital Group, LLC
EIN
46-4323419
Plan number
501
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
54
End-of-year plan assets
$93,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202354I, C20241223082757NAL0018353554001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$93,984
Total liabilities (EOY)
$170,726
Net assets (EOY)
-$76,742
Net assets (BOY)
-$110,381

Income & contributions

Employer contributions
$601,985
Participant contributions
$564,976
Total income / additions
$1,182,536

Expenses & distributions

Benefits paid
$797,085
Administrative expenses
$7,428
Total expenses
$1,148,897
Net increase / (decrease)
$33,639

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital (Philadelphia)BROKER$28,350not reported in the loaded dataset2023
The Benecon GroupBROKER$21,704not reported in the loaded dataset2023
Capital BluecrossADMIN$7,428not reported in the loaded dataset2023
Connectcare 3OTHER$6,133not reported in the loaded dataset2023
Onedigital (Kop)BROKER$5,970not reported in the loaded dataset2023

Related Form 5500 pages