The Witmer Group LLC Group Medical Plan — Form 5500 plan (The Witmer 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, The Witmer Group LLC Group Medical Plan is a benefit plan reported by The Witmer Group LLC under EIN 47-4148551 and plan number 502. The latest loaded filing year is 2023. The filing reports 128 participants and $373,015 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$279.4KPlan net assets, end of year$279,385
Participants128Covered participants reported
Assets / participant$2.9KComputed: assets ÷ participants$2,914 (computed)
Provider compensation$107.5K4 Schedule C provider row(s)$107,457
- Plan sponsor
- The Witmer Group LLC
- EIN
- 47-4148551
- Plan number
- 502
- Plan type
- 2
- Location
- Mount Joy, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241007114527NAL0015113393001 |
Schedule H · 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)$373K total assets
Net assets$279.4KLiabilities$93.6K
Full reported line items
Net assets
- Total assets (EOY)
- $373,015
- Total liabilities (EOY)
- $93,630
- Net assets (EOY)
- $279,385
- Net assets (BOY)
- $250,253
Income & contributions
- Employer contributions
- $1,030,560
- Participant contributions
- $319,851
- Total contributions
- $1,350,411
- Total income / additions
- $1,371,422
Expenses & distributions
- Benefits paid
- $1,231,827
- Administrative expenses
- $110,463
- Total expenses
- $1,342,290
- Net increase / (decrease)
- $29,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | ADMIN | $53,781 | not reported in the loaded dataset | 2023 |
| Mcconkey Benefits & Financial Serv | BROKER | $41,758 | not reported in the loaded dataset | 2023 |
| Benefitmall | ADMIN | $8,316 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $3,602 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Witmer Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mount Joy, PA
- Highmark — Schedule C compensation
- Mcconkey Benefits & Financial Serv — Schedule C compensation
- Benefitmall — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation