2023 Form 5500 filing — St. Bernards Physician Clinics Inc. Retirement 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 20250715114331NAL0004554994001) for St. Bernards Physician Clinics Inc. Retirement Plan, reported by St. Bernards Physician Clinics under EIN 87-1439061 and plan number 001. It reports 1,175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715114331NAL0004554994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Bernards Physician Clinics
- EIN
- 87-1439061
- Plan number
- 001
- Location
- Jonesboro, AR
- Participants
- 1,175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,506,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,506,366
- Employer contributions
- $2,527,621
- Participant contributions
- $3,449,021
- Total income / additions
- $27,162,137
- Benefits paid
- $3,476,966
- Administrative expenses
- $413,820
- Total expenses
- $3,896,310
- Net increase / (decrease)
- $23,265,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Simmons Wealth Management | ADVISOR | $310,529 | not reported in the loaded dataset |
| Pcs Retirement, LLC | RECORDKEEPER | $94,007 | not reported in the loaded dataset |
| Southeastern Employee Benefit Servi | THIRD PARTY ADMIN | $9,284 | not reported in the loaded dataset |