2023 Form 5500 filing — Physicians Management Employee Leasing Company 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 20241010135048NAL0021098801001) for Physicians Management Employee Leasing Company LLC 401(K) Plan, reported by Physicians Management - Employee Leasing Company, LLC under EIN 26-1612259 and plan number 001. It reports 544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135048NAL0021098801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Physicians Management - Employee Leasing Company, LLC
- EIN
- 26-1612259
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 544
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,207,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,207,972
- Employer contributions
- $172,642
- Participant contributions
- $288,472
- Total income / additions
- $878,722
- Benefits paid
- $1,089,301
- Administrative expenses
- $14,323
- Total expenses
- $1,111,852
- Net increase / (decrease)
- -$233,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Co | RECORDKEEPER | $14,323 | $0 |
| Ubs Financial Services, Inc. | BROKER | $0 | $6,805 |
| Benefits Administrators, LLC | TPA | $0 | $34 |