2023 Form 5500 filing — Advantage Physicians Healthcare Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729134442NAL0012560195001) for Advantage Physicians Healthcare Trust, reported by Louisiana State Medical Society under EIN 87-6643571 and plan number 501. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729134442NAL0012560195001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Louisiana State Medical Society
- EIN
- 87-6643571
- Plan number
- 501
- Location
- Baton Rouge, LA
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,193,437
- Total liabilities (EOY)
- $2,085,877
- Net assets (EOY)
- -$892,440
- Employer contributions
- $148,913
- Total income / additions
- $164,444
- Benefits paid
- $115,500
- Administrative expenses
- $376,115
- Total expenses
- $491,615
- Net increase / (decrease)
- -$327,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aaj Computer Services Inc | NONE | $96,500 | $0 |
| William O Quinlan | NONE | $83,333 | $0 |
| Windsor Strategy Partners, Inc. | NONE | $57,000 | $0 |
| Hcp National Insurance Services Inc | NONE | $56,989 | $0 |
| Strategic Underwriting Solution | NONE | $26,000 | $0 |
| Live Oak Mewa Management LLC | NONE | $13,679 | $0 |
| Helene Cerise LLC | NONE | $9,100 | $0 |
| Blue Cross And Blue Shield Of Louis | NONE | $8,873 | $0 |