Kearney & Company Added Benefits Plan — Form 5500 plan (Kearney & Company, P.C.)
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, Kearney & Company Added Benefits Plan is a benefit plan reported by Kearney & Company, P.C. under EIN 54-1603527 and plan number 501. The latest loaded filing year is 2023. The filing reports 826 participants and $3,730,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kearney & Company, P.C.
- EIN
- 54-1603527
- Plan number
- 501
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 826
- End-of-year plan assets
- $3,730,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 826 | H, C | 20241015185848NAL0029440721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,730,083
- Total liabilities (EOY)
- $232,177
- Net assets (EOY)
- $3,497,906
- Net assets (BOY)
- $2,806,488
Income & contributions
- Employer contributions
- $6,726,027
- Participant contributions
- $2,970,835
- Total contributions
- $9,696,862
- Total income / additions
- $9,818,261
Expenses & distributions
- Benefits paid
- $8,720,213
- Administrative expenses
- $406,630
- Total expenses
- $9,126,843
- Net increase / (decrease)
- $691,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst Administrators | ADMIN | $303,812 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $93,516 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance | ADMIN | $38,433 | $0 | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $32,473 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kearney & Company, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Carefirst Administrators — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Cigna Health & Life Insurance — Schedule C compensation
- Connectcare 3 — Schedule C compensation