Healthcare Management Administrators, Inc. Retirement Plan — Form 5500 plan (Healthcare Management Administrators, 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, Healthcare Management Administrators, Inc. Retirement Plan is a benefit plan reported by Healthcare Management Administrators, Inc. under EIN 91-1333840 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $18,252,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthcare Management Administrators, Inc.
EIN
91-1333840
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
354
End-of-year plan assets
$18,252,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023354H, C20241008182038NAL0018125169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,252,282
Total liabilities (EOY)
$0
Net assets (EOY)
$18,252,282
Net assets (BOY)
$13,365,095

Income & contributions

Employer contributions
$666,788
Participant contributions
$1,726,930
Total contributions
$3,002,884
Total income / additions
$5,799,144

Expenses & distributions

Benefits paid
$854,771
Administrative expenses
$57,186
Total expenses
$911,957
Net increase / (decrease)
$4,887,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,176$02023
Bensler LLC Dba ScsINVESTMENT ADVISORY$17,033$92023

Related Form 5500 pages