2023 Form 5500 filing — Orthopedic Care Partners 401(K) And 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 20241008094525NAL0017365889001) for Orthopedic Care Partners 401(K) And Profit Sharing Plan, reported by Orthopedic Care Partners Management LLC under EIN 82-3301294 and plan number 001. It reports 1,620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094525NAL0017365889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Care Partners Management LLC
- EIN
- 82-3301294
- Plan number
- 001
- Location
- Gainesville, FL
- Participants
- 1,620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,992,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,992,512
- Employer contributions
- $6,526,773
- Participant contributions
- $6,128,095
- Total income / additions
- $32,600,336
- Benefits paid
- $5,310,176
- Administrative expenses
- $248,213
- Total expenses
- $5,628,806
- Net increase / (decrease)
- $26,971,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $117,456 | not reported in the loaded dataset |
| D.B. Root & Company LLC | RETAINED BY EMPLOYER | $95,000 | not reported in the loaded dataset |
| Metro Benefits, Inc. | THIRD PARTY ADMINISTRATO | $35,758 | not reported in the loaded dataset |