2023 Form 5500 filing — Medical Review Institute Of America 401(K) 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 20240823130423NAL0003181907001) for Medical Review Institute Of America 401(K) Plan, reported by Medical Review Institute Of America under EIN 87-0515201 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823130423NAL0003181907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medical Review Institute Of America
- EIN
- 87-0515201
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,178,490
- Total liabilities (EOY)
- $88,166
- Net assets (EOY)
- $20,090,324
- Employer contributions
- $594,038
- Participant contributions
- $2,650,703
- Total income / additions
- $6,179,169
- Benefits paid
- $905,078
- Administrative expenses
- $95,841
- Total expenses
- $1,100,146
- Net increase / (decrease)
- $5,079,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $42,309 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $28,065 | $0 |
| Wc Administrators, LLC | CONTRACT ADMINISTORS | $22,958 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | 3(38) FIDUCIARY | $8,283 | not reported in the loaded dataset |