S.H. Tevis & Son, Inc. Group Medical Plan (502) — Form 5500 plan (S.H. Tevis & Son 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, S.H. Tevis & Son, Inc. Group Medical Plan (502) is a benefit plan reported by S.H. Tevis & Son Inc. under EIN 52-1484304 and plan number 502. The latest loaded filing year is 2023. The filing reports 166 participants and $506,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.H. Tevis & Son Inc.
- EIN
- 52-1484304
- Plan number
- 502
- Plan type
- 2
- Location
- Westminster, MD
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $506,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20250407090802NAL0018258993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $506,971
- Total liabilities (EOY)
- $243,219
- Net assets (EOY)
- $263,752
- Net assets (BOY)
- $201,166
Income & contributions
- Employer contributions
- $2,349,964
- Participant contributions
- $722,443
- Total contributions
- $3,072,407
- Total income / additions
- $3,110,187
Expenses & distributions
- Benefits paid
- $2,066,368
- Administrative expenses
- $981,233
- Total expenses
- $3,047,601
- Net increase / (decrease)
- $62,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst Of Maryland, Inc. | ADMIN | $106,301 | not reported in the loaded dataset | 2023 |
| E. K. Mcconkey & Co., Inc. | BROKER | $54,465 | not reported in the loaded dataset | 2023 |
| Benefitmall | ADMIN | $10,845 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $3,376 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S.H. Tevis & Son Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Westminster, MD
- Carefirst Of Maryland, Inc. — Schedule C compensation
- E. K. Mcconkey & Co., Inc. — Schedule C compensation
- Benefitmall — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation