The Federation Of State Medical Boards Thrift Retirement Plan — Form 5500 plan (Federation Of State Medical Boards Of The United States, 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, The Federation Of State Medical Boards Thrift Retirement Plan is a benefit plan reported by Federation Of State Medical Boards Of The United States, Inc. under EIN 75-1092490 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $39,210,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Federation Of State Medical Boards Of The United States, Inc.
- EIN
- 75-1092490
- Plan number
- 002
- Plan type
- 2
- Location
- Euless, TX
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $39,210,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241014160905NAL0026672561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,210,031
- Net assets (EOY)
- $39,210,031
- Net assets (BOY)
- $31,773,092
Income & contributions
- Employer contributions
- $1,827,509
- Participant contributions
- $807,634
- Total contributions
- $2,635,143
- Total income / additions
- $8,393,844
Expenses & distributions
- Benefits paid
- $863,489
- Administrative expenses
- $81,502
- Total expenses
- $956,905
- Net increase / (decrease)
- $7,436,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirementplans.Com LLC | CONTRACT ADMIN | $43,521 | $0 | 2023 |
| Raymond James Associates Inc | INVESTMENT ADVISOR | $27,335 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $13,738 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $108 | $0 | 2023 |
| Gwfs Equities | SECURITIES BROKERAGE | $30 | $0 | 2023 |
| Gwfs Equities | SHAREHOLDER S ERVICING | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Federation Of State Medical Boards Of The United States, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Euless, TX
- Retirementplans.Com LLC — Schedule C compensation
- Raymond James Associates Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Gwfs Equities — Schedule C compensation