I.G. Burton & Company, Inc. Group Health & Wellness Plan — Form 5500 plan (I.G. Burton And Company, 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, I.G. Burton & Company, Inc. Group Health & Wellness Plan is a benefit plan reported by I.G. Burton And Company, Inc. under EIN 51-0102421 and plan number 501. The latest loaded filing year is 2023. The filing reports 246 participants and $92,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.G. Burton And Company, Inc.
- EIN
- 51-0102421
- Plan number
- 501
- Plan type
- 2
- Location
- Milford, DE
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $92,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20240729173916NAL0041850994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,066
- Net assets (BOY)
- $241,959
Income & contributions
- Employer contributions
- $1,524,790
- Participant contributions
- $1,186,682
- Total contributions
- $2,810,248
- Total income / additions
- $2,812,909
Expenses & distributions
- Benefits paid
- $2,772,109
- Administrative expenses
- $190,693
- Total expenses
- $2,962,802
- Net increase / (decrease)
- -$149,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lyons Insurance Agency Inc. | BROKER | $74,575 | not reported in the loaded dataset | 2023 |
| Highmark Of Delaware | ADMIN | $51,964 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $48,165 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $15,989 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.G. Burton And Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Milford, DE
- Lyons Insurance Agency Inc. — Schedule C compensation
- Highmark Of Delaware — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation