The Children'S Medical Group, Pllc Profit-Sharing Trust — Form 5500 plan (The Children'S Medical Group, Pllc)
Plain-English plan 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, The Children'S Medical Group, Pllc Profit-Sharing Trust is a benefit plan reported by The Children'S Medical Group, Pllc under EIN 16-1515571 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Children'S Medical Group, Pllc
- EIN
- 16-1515571
- Plan number
- 001
- Plan type
- 2
- Location
- Poughkeepsie, NY
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20250806092008NAL0001632371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $14,858,595
Income & contributions
- Employer contributions
- $235,276
- Participant contributions
- $274,767
- Total contributions
- $510,043
- Total income / additions
- $1,922,420
Expenses & distributions
- Benefits paid
- $16,396,163
- Administrative expenses
- $52,375
- Total expenses
- $16,781,015
- Net increase / (decrease)
- -$14,858,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $25,116 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,600 | not reported in the loaded dataset | 2023 |
| Ub Pensions | CONTRACT ADMINISTRATOR | $7,750 | $5,763 | 2023 |