2023 Form 5500 filing — Ur Medicine Home Care, Certified Services, Inc. Cash Balance Pension 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 20241009162342NAL0009399859001) for Ur Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan, reported by Ur Medicine Home Care, Certified Services, Inc. under EIN 16-0743215 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162342NAL0009399859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ur Medicine Home Care, Certified Services, Inc.
- EIN
- 16-0743215
- Plan number
- 001
- Location
- Webster, NY
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,029,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,029,376
- Employer contributions
- $176,000
- Total income / additions
- $904,927
- Benefits paid
- $1,060,766
- Administrative expenses
- $73,551
- Total expenses
- $1,134,317
- Net increase / (decrease)
- -$229,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $54,934 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $11,260 | not reported in the loaded dataset |