Infiniti Of West Chester, Inc. Group Insurance Plan — Form 5500 plan (Infiniti Of West Chester, 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, Infiniti Of West Chester, Inc. Group Insurance Plan is a benefit plan reported by Infiniti Of West Chester, Inc. under EIN 73-1670629 and plan number 501. The latest loaded filing year is 2023. The filing reports 104 participants and $94,904 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$188.3KPlan net assets, end of year-$188,255
Participants104Covered participants reported
Assets / participant$913Computed: assets ÷ participants$913 (computed)
Provider compensation$106.2K4 Schedule C provider row(s)$106,176
Plan sponsor
Infiniti Of West Chester, Inc.
EIN
73-1670629
Plan number
501
Plan type
2
Location
West Chester, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20240830121213NAL0007130563001
Schedule H · 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)$94.9K total assets
Net assets-$188.3KLiabilities$283.2K
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$867.7K
Participant$560.6K
Full reported line items

Net assets

Total assets (EOY)
$94,904
Total liabilities (EOY)
$283,159
Net assets (EOY)
-$188,255
Net assets (BOY)
-$92,731

Income & contributions

Employer contributions
$867,688
Participant contributions
$560,623
Total contributions
$1,428,311
Total income / additions
$1,429,127

Expenses & distributions

Benefits paid
$1,397,250
Administrative expenses
$127,401
Total expenses
$1,524,651
Net increase / (decrease)
-$95,524
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 61%Participant 39%
Benefits paid ÷ total income98%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trustmark Health Benefits, Inc.ADMIN$57,878not reported in the loaded dataset2023
Onedigital (Philadelphia)BROKER$21,376not reported in the loaded dataset2023
The Benecon GroupBROKER$19,987not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$6,935not reported in the loaded dataset2023

Related Form 5500 pages