Physicians Alliance Of Connecticut, LLC Retirement Plan — Form 5500 plan (Physicians Alliance Of Connecticut, LLC)
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, Physicians Alliance Of Connecticut, LLC Retirement Plan is a benefit plan reported by Physicians Alliance Of Connecticut, LLC under EIN 45-4697579 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $54,008,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians Alliance Of Connecticut, LLC
- EIN
- 45-4697579
- Plan number
- 001
- Plan type
- 2
- Location
- Branford, CT
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $54,008,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20241009115419NAL0031081904004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,008,485
- Net assets (EOY)
- $54,008,485
- Net assets (BOY)
- $44,139,414
Income & contributions
- Employer contributions
- $1,986,294
- Participant contributions
- $2,590,648
- Total contributions
- $4,725,030
- Total income / additions
- $12,260,351
Expenses & distributions
- Benefits paid
- $2,336,159
- Administrative expenses
- $50,796
- Total expenses
- $2,391,280
- Net increase / (decrease)
- $9,869,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $49,875 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $921 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians Alliance Of Connecticut, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Branford, CT
- Global Retirement Partners, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation