Palmer Group Employee Benefit Plan — Form 5500 plan (The Palmer Group)
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, Palmer Group Employee Benefit Plan is a benefit plan reported by The Palmer Group under EIN 35-1112033 and plan number 502. The latest loaded filing year is 2023. The filing reports 639 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Palmer Group
- EIN
- 35-1112033
- Plan number
- 502
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 639
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 639 | C | 20250611120009NAL0012207443001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Group Services | THIRD PARTY ADMIN. | $166,290 | not reported in the loaded dataset | 2023 |
| Cairnstone Financial | BROKER | $112,074 | not reported in the loaded dataset | 2023 |
| Express Script | PHARMACY BENEFIT MGT. | $28,718 | not reported in the loaded dataset | 2023 |