2023 Form 5500 filing — Medical Society Healthcare 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 20241015174611NAL0049201584005) for Medical Society Healthcare Trust, reported by Bot, Medical Society Healthcare Trust under EIN 87-2160747 and plan number 501. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174611NAL0049201584005
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bot, Medical Society Healthcare Trust
- EIN
- 87-2160747
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,969
- Total liabilities (EOY)
- $46,151
- Net assets (EOY)
- $18,818
- Employer contributions
- $1,218,014
- Total income / additions
- $1,218,624
- Benefits paid
- $1,064,390
- Administrative expenses
- $140,458
- Total expenses
- $1,204,848
- Net increase / (decrease)
- $13,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown And Brown Of Wa | NONE | $74,732 | $0 |
| Vimly Benefit Solutions | NONE | $18,444 | $0 |
| Medical Society Healthcare Trust | NONE | $15,225 | $0 |
| Horizon Benefits Group | NONE | $8,916 | $0 |