Duly Health And Care 401(K) Plan — Form 5500 plan (Midwest Physician Administrative Services, LLC, D/B/A Duly Health And)
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, Duly Health And Care 401(K) Plan is a benefit plan reported by Midwest Physician Administrative Services, LLC, D/B/A Duly Health And under EIN 45-3237183 and plan number 004. The latest loaded filing year is 2023. The filing reports 7,382 participants and $1,009,546,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Physician Administrative Services, LLC, D/B/A Duly Health And
- EIN
- 45-3237183
- Plan number
- 004
- Plan type
- 2
- Location
- Blacklick, OH
- Latest filing year
- 2023
- Participants
- 7,382
- End-of-year plan assets
- $1,009,546,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,382 | H, C | 20241210132215NAL0007560371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,009,546,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,009,546,799
- Net assets (BOY)
- $626,014,996
Income & contributions
- Employer contributions
- $12,091,147
- Participant contributions
- $51,761,935
- Total contributions
- $70,097,678
- Total income / additions
- $213,352,572
Expenses & distributions
- Benefits paid
- $147,503,008
- Administrative expenses
- $537,689
- Total expenses
- $148,162,219
- Net increase / (decrease)
- $65,190,353
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $254,344 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $79,920 | not reported in the loaded dataset | 2023 |
| Mcgladrey Llp | AUDITOR | $30,000 | not reported in the loaded dataset | 2023 |
| Pentegra Services Inc | CONTRACT ADMIN | $27,068 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,856 | not reported in the loaded dataset | 2023 |
| Alta Trust Company | OTHER | $574 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Physician Administrative Services, LLC, D/B/A Duly Health And
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Blacklick, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Mcgladrey Llp — Schedule C compensation
- Pentegra Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Alta Trust Company — Schedule C compensation