Umortgage, LLC Group Medical Plan — Form 5500 plan (Umortgage, LLC)
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, Umortgage, LLC Group Medical Plan is a benefit plan reported by Umortgage, LLC under EIN 81-1231555 and plan number 501. The latest loaded filing year is 2023. The filing reports 200 participants and $169,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umortgage, LLC
- EIN
- 81-1231555
- Plan number
- 501
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $169,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20250520131423NAL0001243233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,516
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,286,971
- Participant contributions
- $567,343
- Total contributions
- $1,854,314
- Total income / additions
- $1,856,107
Expenses & distributions
- Benefits paid
- $1,503,569
- Administrative expenses
- $183,022
- Total expenses
- $1,686,591
- Net increase / (decrease)
- $169,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Villanova Health Agency LLC | BROKER | $102,623 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $39,397 | not reported in the loaded dataset | 2023 |
| Independence Administrators (Ia) | ADMIN | $22,431 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $13,666 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Umortgage, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Villanova Health Agency LLC — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Independence Administrators (Ia) — Schedule C compensation
- Connectcare3 — Schedule C compensation