Mcanany, Van Cleave & Phillips Welfare Benefit Plan — Form 5500 plan (Mcanany, Van Cleave & Phillips, P.A.)
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, Mcanany, Van Cleave & Phillips Welfare Benefit Plan is a benefit plan reported by Mcanany, Van Cleave & Phillips, P.A. under EIN 48-0830325 and plan number 501. The latest loaded filing year is 2023. The filing reports 180 participants and $2,753,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcanany, Van Cleave & Phillips, P.A.
- EIN
- 48-0830325
- Plan number
- 501
- Plan type
- 2
- Location
- Kansas City, KS
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $2,753,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241007132027NAL0016112145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,753,738
- Net assets (EOY)
- $2,753,738
- Net assets (BOY)
- $2,380,197
Income & contributions
- Employer contributions
- $2,097,000
- Participant contributions
- $680,855
- Total contributions
- $2,777,855
- Total income / additions
- $3,084,439
Expenses & distributions
- Benefits paid
- $2,706,272
- Administrative expenses
- $4,626
- Total expenses
- $2,710,898
- Net increase / (decrease)
- $373,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | MEDICAL TPA | $1,403,407 | $0 | 2023 |
| Smith Health, Inc | PHARMACY BENEFIT MANAGER | $635,258 | $0 | 2023 |
| Hsa Bank | HSA ADMINISTRATOR | $158,688 | $0 | 2023 |
| Delta Dental | DENTAL CARRIER | $126,979 | $0 | 2023 |
| One Medical Group Pc | EMPLOYEE CLINIC | $92,558 | $0 | 2023 |
| Ginger Io Of Ca Medical P.C. | MEDICAL VENDOR | $36,050 | $0 | 2023 |
| Health Joy | TELEMEDICINE | $15,974 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcanany, Van Cleave & Phillips, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Kansas City, KS
- Meritain Health — Schedule C compensation
- Smith Health, Inc — Schedule C compensation
- Hsa Bank — Schedule C compensation
- Delta Dental — Schedule C compensation
- One Medical Group Pc — Schedule C compensation
- Ginger Io Of Ca Medical P.C. — Schedule C compensation
- Health Joy — Schedule C compensation