Plan5500

Potomac Case Management Services, Inc. Group Health Benefit Plan — Form 5500 plan (Potomac Case 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, Potomac Case Management Services, Inc. Group Health Benefit Plan is a benefit plan reported by Potomac Case Management Services, Inc. under EIN 52-2118801 and plan number 501. The latest loaded filing year is 2023. The filing reports 0 participants and $9,262 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.4KPlan net assets, end of year$3,365
Participants0Covered participants reported
Assets / participantNot reported
Provider compensation$5.2K4 Schedule C provider row(s)$5,192
Plan sponsor
Potomac Case Management Services, Inc.
EIN
52-2118801
Plan number
501
Plan type
2
Location
Hagerstown, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    0 participants · 2Sch ISch C
    View filing →
Schedule I · 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)$9.3K total assets
Net assets$3.4KLiabilities$5.9K
Money in vs. money out
Total income / additions$91.7K
Total expenses$64.3K
Benefits paid / distributions-$61.9K
Contributions
Employer$90.4K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$9,262
Total liabilities (EOY)
$5,897
Net assets (EOY)
$3,365
Net assets (BOY)
-$24,101

Income & contributions

Employer contributions
$90,370
Participant contributions
$0
Total income / additions
$91,747

Expenses & distributions

Benefits paid
-$61,946
Administrative expenses
$0
Total expenses
$64,281
Net increase / (decrease)
$27,466
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets1910%Computed ratio
Benefits paid ÷ total income-68%Computed ratio
Provider comp. ÷ net assets154%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Benecon Group, LLC$3.1K
    BROKER · Direct $3.1K
  2. 2
    Anthony J. Bruscia & Associates$2K
    BROKER · Direct $2K
  3. 3
    Carefirst$0
    ADMIN · Direct $0
  4. 4
    Connectcare3$0
    PATIENT ADVOCATE · Direct $0

What to inspect next

Frequently asked questions

Who sponsors the Potomac Case Management Services, Inc. Group Health Benefit Plan?
Potomac Case Management Services, Inc. Group Health Benefit Plan is reported as sponsored by Potomac Case Management Services, Inc. (EIN 52-2118801, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Potomac Case Management Services, Inc. Group Health Benefit Plan?
The latest Form 5500 filing year loaded for Potomac Case Management Services, Inc. Group Health Benefit Plan is 2023.
How many participants does Potomac Case Management Services, Inc. Group Health Benefit Plan report?
Potomac Case Management Services, Inc. Group Health Benefit Plan reports 0 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Potomac Case Management Services, Inc. Group Health Benefit Plan?
Potomac Case Management Services, Inc. Group Health Benefit Plan reports $9,262 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages