2023 Form 5500 filing — Marion County Medical Society, Inc. - Insurance Trust Fund Group Health, Ancillary And Worksite Benefits 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 20250430130007NAL0001175747001) for Marion County Medical Society, Inc. - Insurance Trust Fund Group Health, Ancillary And Worksite Benefits Plan, reported by Marion County Medical Society Inc. Insurance Trust Fund under EIN 84-4350072 and plan number 501. It reports 5,552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$3.7MReported net assets$3,691,595
Participants5.6K5,552
Provider compensation$57.8K3 Schedule C row(s)$57,799
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250430130007NAL0001175747001
- Plan sponsor
- Marion County Medical Society Inc. Insurance Trust Fund
- EIN
- 84-4350072
- Plan number
- 501
- Location
- Ocala, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.1M total assets
Net assets$3.7MLiabilities$3.4M
Full reported line items
- Total assets (EOY)
- $7,066,403
- Total liabilities (EOY)
- $3,374,808
- Net assets (EOY)
- $3,691,595
- Employer contributions
- $39,941,130
- Total income / additions
- $40,246,614
- Benefits paid
- $41,075,849
- Administrative expenses
- $76,170
- Total expenses
- $41,152,019
- Net increase / (decrease)
- -$905,405
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services, Inc. | CONTRACT ADMINISTRATOR | $25,000 | not reported in the loaded dataset |
| Milliman Intelliscript | ACTUARIAL | $20,099 | not reported in the loaded dataset |
| Purvis, Gray And Company, Llp | ACCOUNTANT/AUDIT | $12,700 | not reported in the loaded dataset |