2023 Form 5500 filing — Phpni Retirement 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 20240904151152NAL0020368625001) for Phpni Retirement Plan, reported by Physicians Health Plan Of Northern under EIN 31-1069321 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904151152NAL0020368625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Physicians Health Plan Of Northern
- EIN
- 31-1069321
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,355,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,355,585
- Employer contributions
- $565,608
- Participant contributions
- $982,100
- Total income / additions
- $4,838,901
- Benefits paid
- $2,674,895
- Administrative expenses
- $62,194
- Total expenses
- $2,737,089
- Net increase / (decrease)
- $2,101,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $62,194 | $0 |
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $29,649 |