2023 Form 5500 filing — Bloomington Medical Services, LLC 401(K) 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 20241015124518NAL0028463393001) for Bloomington Medical Services, LLC 401(K) Plan, reported by Bloomington Medical Services, LLC under EIN 26-1803679 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124518NAL0028463393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bloomington Medical Services, LLC
- EIN
- 26-1803679
- Plan number
- 001
- Location
- Wooster, OH
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,825,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,825,317
- Employer contributions
- $537,970
- Participant contributions
- $1,108,846
- Total income / additions
- $4,398,993
- Benefits paid
- $1,639,747
- Administrative expenses
- $50,108
- Total expenses
- $1,689,855
- Net increase / (decrease)
- $2,709,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services, LLC | NONE | $27,711 | not reported in the loaded dataset |
| Whitaker Myers Wealth Managers, Ltd | NONE | $22,071 | not reported in the loaded dataset |