2023 Form 5500 filing — Duly Health And Care 401(K) 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 20241210132215NAL0007560371001) for Duly Health And Care 401(K) Plan, reported by Midwest Physician Administrative Services, LLC, D/B/A Duly Health And under EIN 45-3237183 and plan number 004. It reports 7,382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210132215NAL0007560371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Physician Administrative Services, LLC, D/B/A Duly Health And
- EIN
- 45-3237183
- Plan number
- 004
- Location
- Blacklick, OH
- Participants
- 7,382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,009,546,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,009,546,799
- Employer contributions
- $12,091,147
- Participant contributions
- $51,761,935
- Total income / additions
- $213,352,572
- Benefits paid
- $147,503,008
- Administrative expenses
- $537,689
- Total expenses
- $148,162,219
- Net increase / (decrease)
- $65,190,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $254,344 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $79,920 | not reported in the loaded dataset |
| Mcgladrey Llp | AUDITOR | $30,000 | not reported in the loaded dataset |
| Pentegra Services Inc | CONTRACT ADMIN | $27,068 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,856 | not reported in the loaded dataset |
| Alta Trust Company | OTHER | $574 | not reported in the loaded dataset |