2023 Form 5500 filing — Physicians Alliance Of Connecticut, LLC 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 20241009115419NAL0031081904004) for Physicians Alliance Of Connecticut, LLC Retirement Plan, reported by Physicians Alliance Of Connecticut, LLC under EIN 45-4697579 and plan number 001. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115419NAL0031081904004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Physicians Alliance Of Connecticut, LLC
- EIN
- 45-4697579
- Plan number
- 001
- Location
- Branford, CT
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,008,485
- Net assets (EOY)
- $54,008,485
- Employer contributions
- $1,986,294
- Participant contributions
- $2,590,648
- Total income / additions
- $12,260,351
- Benefits paid
- $2,336,159
- Administrative expenses
- $50,796
- Total expenses
- $2,391,280
- Net increase / (decrease)
- $9,869,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $49,875 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $921 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |