2023 Form 5500 filing — Healthcare Management Administrators, Inc. Retirement 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 20241008182038NAL0018125169001) for Healthcare Management Administrators, Inc. Retirement Plan, reported by Healthcare Management Administrators, Inc. under EIN 91-1333840 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008182038NAL0018125169001
Filing year
2023
Form type
2
Plan sponsor
Healthcare Management Administrators, Inc.
EIN
91-1333840
Plan number
001
Location
Bellevue, WA
Participants
354
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,252,282
Total liabilities (EOY)
$0
Net assets (EOY)
$18,252,282
Employer contributions
$666,788
Participant contributions
$1,726,930
Total income / additions
$5,799,144
Benefits paid
$854,771
Administrative expenses
$57,186
Total expenses
$911,957
Net increase / (decrease)
$4,887,187
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,176$0
Bensler LLC Dba ScsINVESTMENT ADVISORY$17,033$9

Related Form 5500 pages