2023 Form 5500 filing — Spectrum Healthcare Tax Deferred Savings Plan And 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 20241015184719NAL0015274115001) for Spectrum Healthcare Tax Deferred Savings Plan And Trust, reported by Spectrum Healthcare Group, Inc. under EIN 86-0207499 and plan number 001. It reports 531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184719NAL0015274115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Healthcare Group, Inc.
- EIN
- 86-0207499
- Plan number
- 001
- Location
- Cottonwood, AZ
- Participants
- 531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,139,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,139,627
- Employer contributions
- $811,673
- Participant contributions
- $810,017
- Total income / additions
- $2,580,355
- Benefits paid
- $756,726
- Administrative expenses
- $77,166
- Total expenses
- $833,892
- Net increase / (decrease)
- $1,746,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NA | $60,560 | $3,049 |
| Morgan Stanley Ins Svcs Inc | NA | $0 | $60,291 |
| Mgks | NA | $16,606 | $347 |