Independent Healthcare Management 401(K) Plan — Form 5500 plan (Independent Healthcare Management)
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, Independent Healthcare Management 401(K) Plan is a benefit plan reported by Independent Healthcare Management under EIN 64-0770155 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $5,857,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independent Healthcare Management
- EIN
- 64-0770155
- Plan number
- 001
- Plan type
- 2
- Location
- Magee, MS
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $5,857,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241014113031NAL0045802512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,857,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,857,659
- Net assets (BOY)
- $5,306,063
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $404,437
- Total contributions
- $404,437
- Total income / additions
- $1,171,527
Expenses & distributions
- Benefits paid
- $348,877
- Administrative expenses
- $3,603
- Total expenses
- $376,636
- Net increase / (decrease)
- $794,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $3,603 | $0 | 2023 |