Lewis Environmental Group - Group Health Benefit Plan — Form 5500 plan (The Lewis Group, 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, Lewis Environmental Group - Group Health Benefit Plan is a benefit plan reported by The Lewis Group, Inc. under EIN 81-4811950 and plan number 501. The latest loaded filing year is 2023. The filing reports 104 participants and $258,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lewis Group, Inc.
- EIN
- 81-4811950
- Plan number
- 501
- Plan type
- 2
- Location
- Royersford, PA
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $258,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | I, C | 20240722093337NAL0017216304001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $258,312
- Total liabilities (EOY)
- $383,938
- Net assets (EOY)
- -$125,626
- Net assets (BOY)
- -$88,457
Income & contributions
- Employer contributions
- $768,939
- Participant contributions
- $288,156
- Total income / additions
- $1,058,361
Expenses & distributions
- Benefits paid
- $695,297
- Administrative expenses
- $36,272
- Total expenses
- $1,095,530
- Net increase / (decrease)
- -$37,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Imagine 360 Administrators, LLC | BROKER | $48,180 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $23,511 | not reported in the loaded dataset | 2023 |
| Onedigital (Philadelphia) | BROKER | $22,698 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $6,296 | not reported in the loaded dataset | 2023 |
| Onedigital (Kop) | BROKER | -$3,705 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Lewis Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Royersford, PA
- Imagine 360 Administrators, LLC — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Onedigital (Philadelphia) — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Onedigital (Kop) — Schedule C compensation