Mcglinchey Stafford — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Mcglinchey Stafford (EIN 72-0788124) is a plan sponsor located in New Orleans, LA with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 72-0788124
- Location
- New Orleans, LA
- Loaded plans
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $133,379,322
- Total reported net assets (EOY)
- $133,379,322
Contributions & income
- Employer contributions
- $910,269
- Participant contributions
- $3,159,205
- Total income / additions
- $28,843,149
Expenses & distributions
- Benefits paid / distributions
- $16,793,894
- Total expenses
- $16,861,230
- Net increase / (decrease)
- $11,981,919
Coverage
- Total reported participants
- 2,167
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Mcglinchey Stafford, Pllc Retirement Savings Plan | 018 | 377 | $133,379,322 | 2023 |
| Mcglinchey Stafford Employee Assistance Plan | 509 | 303 | not reported in the loaded dataset | 2023 |
| Mcglinchey Stafford Group Life & Ad&D Plan | 504 | 290 | not reported in the loaded dataset | 2023 |
| Mcglinchey Stafford Group Insurance Plan | 503 | 253 | not reported in the loaded dataset | 2023 |
| Mcglinchey Stafford Dental Insurance Plan | 507 | 222 | not reported in the loaded dataset | 2023 |
| Mcglinchey Stafford Long Term Disability Plan | 505 | 202 | not reported in the loaded dataset | 2023 |
| Mcglinchey Stafford Vision Insurance Plan | 510 | 191 | not reported in the loaded dataset | 2023 |
| Mcglinchey Stafford Flexible Benefits Plan | 502 | 152 | not reported in the loaded dataset | 2023 |
| Mcglinchey Stafford Long Term Care Insurance Core Plan | 511 | 117 | not reported in the loaded dataset | 2023 |
| Mcglinchey Stafford Staff Short Term Disability Plan | 508 | 60 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Mcglinchey Stafford Flexible Benefits Plan | 152 | — | 20240925093332NAL0008191107001 |
| 2023 | Mcglinchey Stafford Group Insurance Plan | 253 | — | 20240925093500NAL0014466177001 |
| 2023 | Mcglinchey Stafford Group Life & Ad&D Plan | 290 | — | 20240925093633NAL0014087681001 |
| 2023 | Mcglinchey Stafford Long Term Disability Plan | 202 | — | 20240925094029NAL0028678562001 |
| 2023 | Mcglinchey Stafford Dental Insurance Plan | 222 | — | 20240925094221NAL0014104641001 |
| 2023 | Mcglinchey Stafford Staff Short Term Disability Plan | 60 | — | 20240925094338NAL0025053520001 |
| 2023 | Mcglinchey Stafford Employee Assistance Plan | 303 | — | 20240925094456NAL0019514032001 |
| 2023 | Mcglinchey Stafford Vision Insurance Plan | 191 | — | 20240925094735NAL0014116033001 |