2023 Form 5500 filing — Prospect Medical Retirement Savings Plan B

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 20241011144958NAL0022082081001) for Prospect Medical Retirement Savings Plan B, reported by Prospect Medical Holdings, Inc. under EIN 37-1747940 and plan number 003. It reports 7,813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011144958NAL0022082081001
Filing year
2023
Form type
2
Plan sponsor
Prospect Medical Holdings, Inc.
EIN
37-1747940
Plan number
003
Location
Culver City, CA
Participants
7,813
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$264,929,598
Total liabilities (EOY)
$0
Net assets (EOY)
$264,929,598
Employer contributions
$7,696,147
Participant contributions
$26,641,147
Total income / additions
$71,989,654
Benefits paid
$30,493,948
Administrative expenses
$676,632
Total expenses
$31,674,597
Net increase / (decrease)
$40,315,057
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$676,632$8,584
Morgan StanleyINVESTMENT MANAGEMENT$0$69,604

Related Form 5500 pages