Plan5500

South Bend Medical Foundation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, South Bend Medical Foundation (EIN 35-0868178) is a plan sponsor located in South Bend, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-0868178
Location
South Bend, IN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for South Bend Medical Foundation

  • 2 loaded plans hold $16.8M in reported assets.
  • The largest, South Bend Medical Foundation, Inc 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 395 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.8MSummed across loaded plans$16,793,073
Total reported assets$16.8M$16,793,073
Total reported participants395
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$16.8M total assets
Net assets$16.8MLiabilities—
Contributions & income
Employer contributions$58.3K
Participant contributions$587K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%South Bend Medical Foundation, Inc 403(B) Retirement Plan
Participants per plan198Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    South Bend Medical Foundation, Inc 403(B) Retirement Plan$16.8M
    Plan #002 · 288 participants · 2023
  2. 2
    South Bend Medical Foundation, Incnot reported in the loaded dataset
    Plan #507 · 107 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for South Bend Medical Foundation. Open one for its full reported snapshot.

  1. 2023
    South Bend Medical Foundation, Inc107 participants · 2No schedules
    View filing →
  2. 2023
    South Bend Medical Foundation, Inc 403(B) Retirement Plan288 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does South Bend Medical Foundation report on Form 5500?
South Bend Medical Foundation (EIN 35-0868178) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for South Bend Medical Foundation?
The Employer Identification Number (EIN) reported for South Bend Medical Foundation is 35-0868178.
What is the latest Form 5500 filing year for South Bend Medical Foundation?
The latest loaded Form 5500 filing year for South Bend Medical Foundation is 2023.

Related Form 5500 pages