2023 Form 5500 filing — Polaris Pharmacy Services, LLC 401(K) 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 20241009103742NAL0019026337001) for Polaris Pharmacy Services, LLC 401(K) Plan, reported by Polaris Pharmacy Services, LLC under EIN 47-4098540 and plan number 001. It reports 1,429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.2MReported net assets$10,199,923

Participants1.4K1,429

Provider compensation$48.5K4 Schedule C row(s)$48,501

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009103742NAL0019026337001
Plan sponsor: Polaris Pharmacy Services, LLC
EIN: 47-4098540
Plan number: 001
Location: Fort Lauderdale, FL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.2M total assets

Net assets$10.2MLiabilities$0

Money in vs. money out

Total income / additions$5.7M

Total expenses$440.5K

Benefits paid / distributions$408.6K

Contributions

Employer$0

Participant$2M

Full reported line items

Total assets (EOY): $10,199,923
Total liabilities (EOY): $0
Net assets (EOY): $10,199,923
Employer contributions: $0
Participant contributions: $1,955,275
Total income / additions: $5,707,340
Benefits paid: $408,556
Administrative expenses: $31,903
Total expenses: $440,459
Net increase / (decrease): $5,266,881

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$30.2K
RECORDKEEPER · Direct $30.2K · Indirect $0
2
Morgan Stanley Smith Barney LLC$16.2K
BROKER/ADVISER · Direct $0 · Indirect $16.2K
3
Paychex, Inc.$1.7K
RECORDKEEPER · Direct $1.7K
4
Morgan Stanley Insurance Services I$359
BROKER/ADVISER · Direct $0 · Indirect $359

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009103742NAL0019026337001 cover?: It is the 2023 Form 5500 filing for Polaris Pharmacy Services, LLC 401(K) Plan, reported by Polaris Pharmacy Services, LLC (EIN 47-4098540).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).