How many benefit plans does Northern Shared Medical Services, Inc. report on Form 5500?

Northern Shared Medical Services, Inc. (EIN 41-1388075) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Northern Shared Medical Services, Inc.?

The Employer Identification Number (EIN) reported for Northern Shared Medical Services, Inc. is 41-1388075.

What is the latest Form 5500 filing year for Northern Shared Medical Services, Inc.?

The latest loaded Form 5500 filing year for Northern Shared Medical Services, Inc. is 2023.

Northern Shared Medical Services, Inc. — 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, Northern Shared Medical Services, Inc. (EIN 41-1388075) is a plan sponsor located in Cottage Grove, WI 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: 41-1388075
Location: Cottage Grove, WI
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $131,166,301
Total reported liabilities (EOY): $21,931,207
Total reported net assets (EOY): $109,235,094

Contributions & income

Employer contributions: $2,276,800
Participant contributions: $2,254,553
Total income / additions: $28,985,078

Expenses & distributions

Benefits paid / distributions: $6,363,179
Total expenses: $7,363,299
Net increase / (decrease): $21,621,779

Coverage

Total reported participants: 1,236
Plans with financial statements: 2
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Northern Shared Medical Services, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Shared Medical Services Employee Stock Ownership Plan	002	358	$85,681,598	2023
Sms Retirement Savings Plan	001	540	$45,484,703	2023
Shared Medical Services, Inc. Employee Benefits Plan	501	338	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Northern Shared Medical Services, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Shared Medical Services, Inc. Employee Benefits Plan	338	—	20240613115334NAL0048759184001
2023	Shared Medical Services Employee Stock Ownership Plan	358	H	20240917103723NAL0002659009001
2023	Sms Retirement Savings Plan	540	H, C	20240917115942NAL0002761137001