2023 Form 5500 filing — The Federation Of State Medical Boards Thrift 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 20241014160905NAL0026672561001) for The Federation Of State Medical Boards Thrift Retirement Plan, reported by Federation Of State Medical Boards Of The United States, Inc. under EIN 75-1092490 and plan number 002. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160905NAL0026672561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federation Of State Medical Boards Of The United States, Inc.
- EIN
- 75-1092490
- Plan number
- 002
- Location
- Euless, TX
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,210,031
- Net assets (EOY)
- $39,210,031
- Employer contributions
- $1,827,509
- Participant contributions
- $807,634
- Total income / additions
- $8,393,844
- Benefits paid
- $863,489
- Administrative expenses
- $81,502
- Total expenses
- $956,905
- Net increase / (decrease)
- $7,436,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirementplans.Com LLC | CONTRACT ADMIN | $43,521 | $0 |
| Raymond James Associates Inc | INVESTMENT ADVISOR | $27,335 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $13,738 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $108 | $0 |
| Gwfs Equities | SECURITIES BROKERAGE | $30 | $0 |
| Gwfs Equities | SHAREHOLDER S ERVICING | $0 | $0 |