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Original filing (PDF)20250428100333NAL0007964835001

CONCEPT PHARMACY SERVICES LLC

Form 5500
FILING_RECEIVED
CONCEPT PHARMACY SERVICES LLC EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
60
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 CONCEPT PHARMACY SERVICES LLC.
Plan sponsor
Name
CONCEPT PHARMACY SERVICES LLC
EIN
82-2804074
Address
639 CHESTNUT ST. · P.O. BOX 201 · ASHLAND, PA · 17921
Phone
(570) 875-3611
Industry
Retail Tradesee 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
2025-04-28
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
4R · Unfunded, Fully Insured, or Combination
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
THE BENECON GROUP, LLC23-1315351BROKER$3K
PCI (PA CHAMBER INSURANCE)25-1784573BROKER$1K
Other
1
NameEINLocationRelationDirect compIndirect comp
CAPITAL BLUE CROSS23-0455154ADMIN-$24

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.

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