Plan5500

Inch And Company Holdings, LLC Group Medical Plan (501) — Form 5500 plan (Inch And Company Holdings, 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, Inch And Company Holdings, LLC Group Medical Plan (501) is a benefit plan reported by Inch And Company Holdings, LLC under EIN 84-2174043 and plan number 501. The latest loaded filing year is 2023. The filing reports 102 participants and $70,292 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inch And Company Holdings, LLC
EIN
84-2174043
Plan number
501
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
102
End-of-year plan assets
$70,292

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102I, C20240916091811NAL0000604243001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$70,292
Total liabilities (EOY)
$38,255
Net assets (EOY)
$32,037
Net assets (BOY)
-$175,092

Income & contributions

Employer contributions
$478,292
Participant contributions
$297,904
Total income / additions
$810,521

Expenses & distributions

Benefits paid
$238,884
Administrative expenses
$4,707
Total expenses
$603,392
Net increase / (decrease)
$207,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gunn-MoweryBROKER$32,470not reported in the loaded dataset2023
The Benecon Group LLCBROKER$19,263not reported in the loaded dataset2023
Capital BluecrossADMIN$7,358not reported in the loaded dataset2023
Connectcare3 LLCPATIENT ADVOCATE$5,011not reported in the loaded dataset2023
Young, Oakes, Brown & CoADMIN$13not reported in the loaded dataset2023

Related Form 5500 pages