2023 Form 5500 filing — Palo Alto Foundation Medical Group, Inc. Retiree Health 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 20241003194152NAL0011117825001) for Palo Alto Foundation Medical Group, Inc. Retiree Health Plan, reported by Palo Alto Foundation Medical Group, Inc. under EIN 51-0656809 and plan number 504. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003194152NAL0011117825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palo Alto Foundation Medical Group, Inc.
- EIN
- 51-0656809
- Plan number
- 504
- Location
- Mountain View, CA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,208,169
- Total liabilities (EOY)
- $199,686
- Net assets (EOY)
- $15,008,483
- Employer contributions
- $273,357
- Total income / additions
- $2,082,828
- Benefits paid
- $1,194,943
- Administrative expenses
- $372,916
- Total expenses
- $1,567,859
- Net increase / (decrease)
- $514,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan | NONE | $38,445 | not reported in the loaded dataset |
| Berla Investment Consulting | NONE | $25,320 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $11,500 | not reported in the loaded dataset |