2023 Form 5500 filing — Miller'S Health Systems, Inc. Profit Sharing Plan
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 20240812135503NAL0005491507001) for Miller'S Health Systems, Inc. Profit Sharing Plan, reported by Miller'S Health Systems, Inc under EIN 38-2889455 and plan number 001. It reports 1,985 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812135503NAL0005491507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miller'S Health Systems, Inc
- EIN
- 38-2889455
- Plan number
- 001
- Location
- Warsaw, IN
- Participants
- 1,985
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,999,425
- Total liabilities (EOY)
- $18,388
- Net assets (EOY)
- $46,981,037
- Employer contributions
- $188,205
- Participant contributions
- $1,262,969
- Total income / additions
- $11,931,901
- Benefits paid
- $6,318,040
- Total expenses
- $6,336,428
- Net increase / (decrease)
- $5,595,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co. | NONE | $101,309 | not reported in the loaded dataset |
| Edward D Jones & Co. | NONE | $66,764 | $0 |
| Mass Mutual Life Ins. Company | CUSTODIAN | $7,820 | $101 |
| Envestnet Retirement Solutions, LLC | NONE | not reported in the loaded dataset | not reported in the loaded dataset |