The Charles Town H.B.P.A Health Benefit Plan — Form 5500 plan (The Charles Town H.B.P.A Health Benefit Plan)
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, The Charles Town H.B.P.A Health Benefit Plan is a benefit plan reported by The Charles Town H.B.P.A Health Benefit Plan under EIN 55-0726448 and plan number 501. The latest loaded filing year is 2023. The filing reports 83 participants and $1,160,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Charles Town H.B.P.A Health Benefit Plan
- EIN
- 55-0726448
- Plan number
- 501
- Plan type
- 2
- Location
- Charles Town, WV
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $1,160,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I | 20240925123006NAL0005446947001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,160,831
- Net assets (EOY)
- $1,160,831
- Net assets (BOY)
- $1,238,618
Income & contributions
- Employer contributions
- $164,319
- Total income / additions
- $179,077
Expenses & distributions
- Benefits paid
- $247,471
- Administrative expenses
- $6,000
- Total expenses
- $256,864
- Net increase / (decrease)
- -$77,787
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.