Miller'S Health Systems, Inc. Profit Sharing Plan — Form 5500 plan (Miller'S Health Systems, Inc)
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, Miller'S Health Systems, Inc. Profit Sharing Plan is a benefit plan reported by Miller'S Health Systems, Inc under EIN 38-2889455 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,985 participants and $54,287,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miller'S Health Systems, Inc
- EIN
- 38-2889455
- Plan number
- 001
- Plan type
- 2
- Location
- Warsaw, IN
- Latest filing year
- 2023
- Participants
- 1,985
- End-of-year plan assets
- $54,287,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,985 | H, C | 20240812135503NAL0005491507001 |
| 2023 | 1,530 | H, C | 20250715102510NAL0004420130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,999,425
- Total liabilities (EOY)
- $18,388
- Net assets (EOY)
- $46,981,037
- Net assets (BOY)
- $41,385,564
Income & contributions
- Employer contributions
- $188,205
- Participant contributions
- $1,262,969
- Total contributions
- $1,452,592
- Total income / additions
- $11,931,901
Expenses & distributions
- Benefits paid
- $6,318,040
- Total expenses
- $6,336,428
- Net increase / (decrease)
- $5,595,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co. | NONE | $101,309 | not reported in the loaded dataset | 2023 |
| Edward D Jones & Co. | NONE | $66,764 | $0 | 2023 |
| Mass Mutual Life Ins. Company | CUSTODIAN | $7,820 | $101 | 2023 |
| Envestnet Retirement Solutions, LLC | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Miller'S Health Systems, Inc
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Warsaw, IN
- Edward D Jones & Co. — Schedule C compensation
- Mass Mutual Life Ins. Company — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation