Home Donegal Office Solutions, Inc Donegal Office Solutions, Inc. Health And Welfare Plan Donegal Office Solutions, Inc. Health And Welfare Plan — Form 5500 plan (Donegal Office Solutions, 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, Donegal Office Solutions, Inc. Health And Welfare Plan is a benefit plan reported by Donegal Office Solutions, Inc under EIN 47-3567086 and plan number 501. The latest loaded filing year is 2023. The filing reports 89 participants and $49,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Donegal Office Solutions, Inc
EIN 47-3567086
Plan number 501
Plan type 2
Location Bensalem, PA
Latest filing year 2023
Participants 89
End-of-year plan assets $49,471 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 89 I, C 20240813083052NAL0017917424001 2023 59 I, C 20240813084738NAL0017943936001 2023 52 I, C 20240813084912NAL0017946464001
Reported financial statement (2023 · Schedule I) Net assets
Total assets (EOY) $49,471
Total liabilities (EOY) $36,461
Net assets (EOY) $13,010
Net assets (BOY) $0 Income & contributions
Employer contributions $326,489
Participant contributions $174,903
Total income / additions $505,462 Expenses & distributions
Benefits paid $288,145
Administrative expenses $25,680
Total expenses $492,452
Net increase / (decrease) $13,010 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year The Safegard Group, Inc. BROKER $50,161 not reported in the loaded dataset 2023 Meritain ADMIN $42,485 not reported in the loaded dataset 2023 The Safegard Group, Inc. BROKER $31,455 not reported in the loaded dataset 2023 The Safegard Group, Inc. BROKER $31,275 not reported in the loaded dataset 2023 The Benecon Company BROKER $29,509 not reported in the loaded dataset 2023 Meritain ADMIN $26,523 not reported in the loaded dataset 2023 Meritain ADMIN $25,680 not reported in the loaded dataset 2023 The Benecon Company BROKER $13,102 not reported in the loaded dataset 2023 The Benecon Company BROKER $12,345 not reported in the loaded dataset 2023 Connectcare3 PATIENT ADVOCATE $5,683 not reported in the loaded dataset 2023 Connectcare3 PATIENT ADVOCATE $3,564 not reported in the loaded dataset 2023 Connectcare3 PATIENT ADVOCATE $3,478 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