The Affiliated Physicians & Employers Health Plan — Form 5500 plan (Affiliated Physicians And Employers Master Trust)
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, The Affiliated Physicians & Employers Health Plan is a benefit plan reported by Affiliated Physicians And Employers Master Trust under EIN 45-6416517 and plan number 510. The latest loaded filing year is 2023. The filing reports 0 participants and $3,017,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affiliated Physicians And Employers Master Trust
- EIN
- 45-6416517
- Plan number
- 510
- Plan type
- 3
- Location
- Lawrenceville, NJ
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $3,017,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | I, C | 20250218133711NAL0003251329001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,017,468
- Total liabilities (EOY)
- $1,622,783
- Net assets (EOY)
- $1,394,685
- Net assets (BOY)
- $128,521
Income & contributions
- Total income / additions
- $2,634,274
Expenses & distributions
- Benefits paid
- -$154,329
- Administrative expenses
- $1,522,439
- Total expenses
- $1,368,110
- Net increase / (decrease)
- $1,266,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Genova Burns, LLC | NONE | $439,799 | $0 | 2023 |
| Concord Mangement Resoucres | NONE | $387,183 | $0 | 2023 |
| Law Firm Of Brian W. Hofmeister, Ll | NONE | $252,794 | $0 | 2023 |
| Mcmanimon, Scotland & Baumann LLC | NONE | $162,762 | $0 | 2023 |
| Merlinos & Associates Inc. | NONE | $149,594 | $0 | 2023 |
| Dfl Group | NONE | $91,797 | $0 | 2023 |
| Aaj Technologies | NONE | $60,000 | $0 | 2023 |
| Bmc Group Inc | NONE | $48,875 | $0 | 2023 |
| Hcp National Insurance Services | NONE | $35,800 | $0 | 2023 |
| Nagel Rice, Llp | NONE | $29,621 | $0 | 2023 |
| Mazars Usa Llp | NONE | $26,972 | $0 | 2023 |
| O.C.A. Benefit Services, LLC | NONE | $8,923 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Affiliated Physicians And Employers Master Trust
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lawrenceville, NJ
- Genova Burns, LLC — Schedule C compensation
- Concord Mangement Resoucres — Schedule C compensation
- Law Firm Of Brian W. Hofmeister, Ll — Schedule C compensation
- Mcmanimon, Scotland & Baumann LLC — Schedule C compensation
- Merlinos & Associates Inc. — Schedule C compensation
- Dfl Group — Schedule C compensation
- Aaj Technologies — Schedule C compensation
- Bmc Group Inc — Schedule C compensation
- Hcp National Insurance Services — Schedule C compensation
- Nagel Rice, Llp — Schedule C compensation
- Mazars Usa Llp — Schedule C compensation
- O.C.A. Benefit Services, LLC — Schedule C compensation