Phpni Retirement Plan — Form 5500 plan (Physicians Health Plan Of Northern)
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, Phpni Retirement Plan is a benefit plan reported by Physicians Health Plan Of Northern under EIN 31-1069321 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $20,355,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians Health Plan Of Northern
- EIN
- 31-1069321
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $20,355,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240904151152NAL0020368625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,355,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,355,585
- Net assets (BOY)
- $18,253,773
Income & contributions
- Employer contributions
- $565,608
- Participant contributions
- $982,100
- Total contributions
- $1,605,608
- Total income / additions
- $4,838,901
Expenses & distributions
- Benefits paid
- $2,674,895
- Administrative expenses
- $62,194
- Total expenses
- $2,737,089
- Net increase / (decrease)
- $2,101,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $62,194 | $0 | 2023 |
| Commonwealth Equity Services | SERVICE PROVIDER | $0 | $29,649 | 2023 |