Back to filter
Original filing (PDF)20250721111742NAL0000631651001
BETHLEHEM AREA MORAVIANS
Form 5500
FILING_RECEIVED
BETHLEHEM AREA MORAVIANS GROUP MEDICAL PLAN (501)
Health & welfare plan
Signals · 1
6 service providers
Active participants
89
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETHLEHEM AREA MORAVIANS.
Plan sponsor
Name
BETHLEHEM AREA MORAVIANS
EIN
24-0795968
Address
561 EAST MARKET STREET · BETHLEHEM, PA · 18018
Phone
(610) 625-4885
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsBroker
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | 51-0467698 | — | BROKER | $58K | — |
| HY HOLDINGS, INC | 04-3705970 | — | BROKER | $21K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $20K | — |
| INNOVU | — | PITTSBURGH, PA | BROKER | $4K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $6K | — |
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN | -$20K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.