2023 Form 5500 filing — S.P.E.A.R. Physical And Occupational Therapy LLC Group Medical 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 20241007150033NAL0008985795001) for S.P.E.A.R. Physical And Occupational Therapy LLC Group Medical Plan, reported by S.P.E.A.R. Physical And Occupational Therapy LLC under EIN 20-2775993 and plan number 502. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007150033NAL0008985795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S.P.E.A.R. Physical And Occupational Therapy LLC
- EIN
- 20-2775993
- Plan number
- 502
- Location
- New York, NY
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $915,195
- Total liabilities (EOY)
- $120,943
- Net assets (EOY)
- $794,252
- Employer contributions
- $1,591,116
- Participant contributions
- $863,401
- Total income / additions
- $2,469,585
- Benefits paid
- $1,485,102
- Administrative expenses
- $438,261
- Total expenses
- $1,923,363
- Net increase / (decrease)
- $546,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allied Benefit Systems | ADMIN | $244,340 | not reported in the loaded dataset |
| Brio Benefit Consulting | BROKER | $57,500 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $47,082 | not reported in the loaded dataset |
| Connectcare3, LLC | PATIENT ADVOCATE | $16,355 | not reported in the loaded dataset |