Partners In Care — 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, Partners In Care (EIN 93-0756143) is a plan sponsor located in Bend, OR with 2 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
93-0756143
Location
Bend, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,123,140
Total reported liabilities (EOY)
$2,458
Total reported net assets (EOY)
$13,120,682

Contributions & income

Employer contributions
$655,238
Participant contributions
$1,345,713
Total income / additions
$3,819,807

Expenses & distributions

Benefits paid / distributions
$1,557,631
Total expenses
$1,591,463
Net increase / (decrease)
$2,228,344

Coverage

Total reported participants
454
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

Partners In Care plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Partners In Care 403(B) Plan001270$13,123,1402023
Partners In Care Employee Benefits Plan501184not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Partners In Care
YearPlanParticipantsSchedulesFiling
2023Partners In Care Employee Benefits Plan18420240606161349NAL0039390240001
2023Partners In Care 403(B) Plan270H, C20241015122439NAL0016377667001

Related Form 5500 pages