2023 Form 5500 filing — Provider Partners Management Services, LLC 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 20240927085906NAL0002002641001) for Provider Partners Management Services, LLC 401(K) Plan, reported by Provider Partners Management Services, LLC under EIN 82-2337501 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927085906NAL0002002641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Provider Partners Management Services, LLC
- EIN
- 82-2337501
- Plan number
- 001
- Location
- Linthicum Heights, MD
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,731,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,731,324
- Employer contributions
- $131,988
- Participant contributions
- $1,025,667
- Total income / additions
- $2,390,102
- Benefits paid
- $151,047
- Administrative expenses
- $43,116
- Total expenses
- $194,163
- Net increase / (decrease)
- $2,195,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY | $17,268 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $0 |