Orthopedic Care Partners 401(K) And Profit Sharing Plan — Form 5500 plan (Orthopedic Care Partners Management 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, Orthopedic Care Partners 401(K) And Profit Sharing Plan is a benefit plan reported by Orthopedic Care Partners Management LLC under EIN 82-3301294 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,620 participants and $130,992,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Care Partners Management LLC
- EIN
- 82-3301294
- Plan number
- 001
- Plan type
- 2
- Location
- Gainesville, FL
- Latest filing year
- 2023
- Participants
- 1,620
- End-of-year plan assets
- $130,992,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,620 | H, C | 20241008094525NAL0017365889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,992,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,992,512
- Net assets (BOY)
- $104,020,982
Income & contributions
- Employer contributions
- $6,526,773
- Participant contributions
- $6,128,095
- Total contributions
- $14,062,574
- Total income / additions
- $32,600,336
Expenses & distributions
- Benefits paid
- $5,310,176
- Administrative expenses
- $248,213
- Total expenses
- $5,628,806
- Net increase / (decrease)
- $26,971,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $117,456 | not reported in the loaded dataset | 2023 |
| D.B. Root & Company LLC | RETAINED BY EMPLOYER | $95,000 | not reported in the loaded dataset | 2023 |
| Metro Benefits, Inc. | THIRD PARTY ADMINISTRATO | $35,758 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic Care Partners Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Gainesville, FL
- John Hancock Retirement Plan Svcs — Schedule C compensation
- D.B. Root & Company LLC — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation