2023 Form 5500 filing — Presbyterian Medical Services Discretionary Contribution Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605121855NAL0020670449001) for Presbyterian Medical Services Discretionary Contribution Plan, reported by Presbyterian Medical Services under EIN 85-0206810 and plan number 001. It reports 1,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240605121855NAL0020670449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Medical Services
- EIN
- 85-0206810
- Plan number
- 001
- Location
- Santa Fe, NM
- Participants
- 1,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,609,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,609,608
- Employer contributions
- $2,553,206
- Total income / additions
- $6,729,469
- Benefits paid
- $2,323,204
- Administrative expenses
- $148,813
- Total expenses
- $2,472,017
- Net increase / (decrease)
- $4,257,452
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $99,551 | $0 |
| Newport Group Securities Inc. | ADVISOR | $48,511 | $0 |