Plan5500

Bluegrass Orthopaedics, Psc — 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, Bluegrass Orthopaedics, Psc (EIN 47-5354567) is a plan sponsor located in Lexington, KY 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
47-5354567
Location
Lexington, KY
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 Bluegrass Orthopaedics, Psc

  • 2 loaded plans hold $5.7M in reported assets.
  • The largest, Bluegrass Orthopaedics, Psc Cash Balance Pension Plan, holds 100% of this company's reported plan assets.
  • Plans cover 484 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.7MSummed across loaded plans$5,671,644
Total reported assets$5.7M$5,671,644
Total reported participants484
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$0
Contributions & income
Employer contributions$136.1K
Participant contributions$0
Total income / additions$650K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$31.4K
Net increase / (decrease)$618.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Bluegrass Orthopaedics, Psc Cash Balance Pension Plan
Participants per plan242Average 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
    Bluegrass Orthopaedics, Psc Cash Balance Pension Plan$5.7M
    Plan #002 · 227 participants · 2023
  2. 2
    Bluegrass Orthopaedics, Psc Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 257 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 Bluegrass Orthopaedics, Psc. Open one for its full reported snapshot.

  1. 2023
    Bluegrass Orthopaedics, Psc Employee Benefits Plan257 participants · 2No schedules
    View filing →
  2. 2023
    Bluegrass Orthopaedics, Psc Cash Balance Pension Plan227 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bluegrass Orthopaedics, Psc report on Form 5500?
Bluegrass Orthopaedics, Psc (EIN 47-5354567) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bluegrass Orthopaedics, Psc?
The Employer Identification Number (EIN) reported for Bluegrass Orthopaedics, Psc is 47-5354567.
What is the latest Form 5500 filing year for Bluegrass Orthopaedics, Psc?
The latest loaded Form 5500 filing year for Bluegrass Orthopaedics, Psc is 2023.

Related Form 5500 pages