Hbc Management Services, Inc. Dba The Hana Group, Inc. Group Health Benefit Plan — Form 5500 plan (Hbc Management Services, 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, Hbc Management Services, Inc. Dba The Hana Group, Inc. Group Health Benefit Plan is a benefit plan reported by Hbc Management Services, Inc. under EIN 51-0548541 and plan number 501. The latest loaded filing year is 2023. The filing reports 125 participants and $195,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hbc Management Services, Inc.
- EIN
- 51-0548541
- Plan number
- 501
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $195,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20240306171759NAL0032995936001 |
| 2023 | 116 | H, C | 20240408175141NAL0023464385001 |
| 2023 | 213 | H, C | 20250701122857NAL0017697344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,753
- Total liabilities (EOY)
- $248,059
- Net assets (EOY)
- -$52,306
- Net assets (BOY)
- -$250,986
Income & contributions
- Employer contributions
- $664,948
- Participant contributions
- $237,479
- Total contributions
- $902,427
- Total income / additions
- $902,804
Expenses & distributions
- Benefits paid
- $654,400
- Administrative expenses
- $49,724
- Total expenses
- $704,124
- Net increase / (decrease)
- $198,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Benecon Group, LLC | BROKER | $37,665 | not reported in the loaded dataset | 2023 |
| Umr | ADMIN | $24,841 | not reported in the loaded dataset | 2023 |
| Umr | ADMIN | $22,681 | not reported in the loaded dataset | 2023 |
| Umr | ADMIN | $21,901 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $21,845 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $19,786 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $13,126 | not reported in the loaded dataset | 2023 |
| Innovu | BROKER | $9,780 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $7,585 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $6,870 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hbc Management Services, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wayne, PA
- The Benecon Group, LLC — Schedule C compensation
- Umr — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Innovu — Schedule C compensation
- Connectcare 3 — Schedule C compensation