2023 Form 5500 filing — The Children'S Medical Group, Pllc Profit-Sharing 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 20250806092008NAL0001632371001) for The Children'S Medical Group, Pllc Profit-Sharing Trust, reported by The Children'S Medical Group, Pllc under EIN 16-1515571 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250806092008NAL0001632371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Children'S Medical Group, Pllc
- EIN
- 16-1515571
- Plan number
- 001
- Location
- Poughkeepsie, NY
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $235,276
- Participant contributions
- $274,767
- Total income / additions
- $1,922,420
- Benefits paid
- $16,396,163
- Administrative expenses
- $52,375
- Total expenses
- $16,781,015
- Net increase / (decrease)
- -$14,858,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $25,116 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,600 | not reported in the loaded dataset |
| Ub Pensions | CONTRACT ADMINISTRATOR | $7,750 | $5,763 |