2023 Form 5500 filing — Butler Medical Providers 403(B) 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 20241015112227NAL0014475139002) for Butler Medical Providers 403(B) Retirement Plan, reported by Butler Medical Providers under EIN 25-1441961 and plan number 001. It reports 870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112227NAL0014475139002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butler Medical Providers
- EIN
- 25-1441961
- Plan number
- 001
- Location
- Butler, PA
- Participants
- 870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,605,063
- Net assets (EOY)
- $35,605,063
- Participant contributions
- $4,166,086
- Total income / additions
- $9,918,572
- Benefits paid
- $3,073,079
- Administrative expenses
- $118,293
- Total expenses
- $3,191,372
- Net increase / (decrease)
- $6,727,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $53,859 | $0 |
| Global Retirement Partners LLC | BROKER DEALER | $43,045 | $0 |
| Definiti LLC | TPA | $21,234 | $0 |