2023 Form 5500 filing — Napa Management Services Corp. Clinical Employees Sharing Plan & Trust
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 20241015121223NAL0029563969002) for Napa Management Services Corp. Clinical Employees Sharing Plan & Trust, reported by Napa Management Services Corp. under EIN 11-3635685 and plan number 002. It reports 1,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121223NAL0029563969002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Napa Management Services Corp.
- EIN
- 11-3635685
- Plan number
- 002
- Location
- Melville, NY
- Participants
- 1,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $717,958
- Net assets (EOY)
- $717,958
- Employer contributions
- $11,973,960
- Participant contributions
- $18,892,625
- Total income / additions
- $86,594,004
- Benefits paid
- $77,492,402
- Administrative expenses
- $111,132
- Total expenses
- $77,603,534
- Net increase / (decrease)
- $8,990,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | NONE | $72,689 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $42,076 | $0 |
| Morningstar Investment Management | NONE | $15,763 | not reported in the loaded dataset |
| Nixon Peabody | NONE | $13,575 | not reported in the loaded dataset |
| Creative Planning Holdco, LLC | NONE | $10,417 | not reported in the loaded dataset |
| Bacheler & Company, P.C. | NONE | $8,250 | not reported in the loaded dataset |
| Advised Assets Group, LLC | NONE | $8,075 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $6,000 | not reported in the loaded dataset |
| Prudential Investment Management Se | NONE | $2,477 | not reported in the loaded dataset |