Health Care Managers, 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, Health Care Managers, Inc. (EIN 47-0853468) is a plan sponsor located in Fernandina Beach, FL with 2 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
47-0853468
Location
Fernandina Beach, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,310,096
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,310,096

Contributions & income

Employer contributions
$89,970
Participant contributions
$189,505
Total income / additions
$736,450

Expenses & distributions

Benefits paid / distributions
$290,439
Total expenses
$293,233
Net increase / (decrease)
$443,217

Coverage

Total reported participants
366
Plans with financial statements
1
Plans with provider compensation
0

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

Health Care Managers, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Health Care Managers, Inc. Retirement Plan And Trust001185$3,310,0962023
Health Care Managers, Inc. Employee Benefits Plan501181not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Health Care Managers, Inc.
YearPlanParticipantsSchedulesFiling
2023Health Care Managers, Inc. Employee Benefits Plan18120240826125103NAL0017506064001
2023Health Care Managers, Inc. Retirement Plan And Trust185I20240927112359NAL0001205619001

Related Form 5500 pages