Alc/Lvma Management Company Employee Benefit Plan — Form 5500 plan (Alc/Lvma Management Company)
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, Alc/Lvma Management Company Employee Benefit Plan is a benefit plan reported by Alc/Lvma Management Company under EIN 82-2494189 and plan number 501. The latest loaded filing year is 2023. The filing reports 62 participants and $225 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$72.9KPlan net assets, end of year-$72,924
Participants62Covered participants reported
Assets / participant$4Computed: assets ÷ participants$4 (computed)
Provider compensation$4.4K4 Schedule C provider row(s)$4,383
- Plan sponsor
- Alc/Lvma Management Company
- EIN
- 82-2494189
- Plan number
- 501
- Plan type
- 2
- Location
- Trexlertown, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I, C | 20240517122940NAL0062407920001 |
Schedule I · 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)$225 total assets
Net assets-$72.9KLiabilities$73.1K
Full reported line items
Net assets
- Total assets (EOY)
- $225
- Total liabilities (EOY)
- $73,149
- Net assets (EOY)
- -$72,924
- Net assets (BOY)
- -$125,290
Income & contributions
- Employer contributions
- $26,767
- Participant contributions
- $15,774
- Total income / additions
- $43,085
Expenses & distributions
- Benefits paid
- -$30,021
- Administrative expenses
- $606
- Total expenses
- -$9,281
- Net increase / (decrease)
- $52,366
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.
63%37%
Employer 63%Participant 37%
Benefits paid ÷ total income-70%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Univest Insurance | BROKER | $2,072 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $1,399 | not reported in the loaded dataset | 2023 |
| Capital Bluecross | CARRIER | $606 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $306 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alc/Lvma Management Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Trexlertown, PA
- Univest Insurance — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Capital Bluecross — Schedule C compensation
- Connectcare3 — Schedule C compensation