2023 Form 5500 filing — Patriot Health Partners Inc. Mutliple Employer 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 20241219122341NAL0007451040001) for Patriot Health Partners Inc. Mutliple Employer Plan, reported by Patriot Health Partners Inc. under EIN 84-1755108 and plan number 001. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219122341NAL0007451040001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Patriot Health Partners Inc.
- EIN
- 84-1755108
- Plan number
- 001
- Location
- Manchester, NH
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,003,998
- Total liabilities (EOY)
- $1,572
- Net assets (EOY)
- $32,002,426
- Employer contributions
- $1,251,893
- Participant contributions
- $1,982,711
- Total income / additions
- $9,941,318
- Benefits paid
- $1,809,557
- Administrative expenses
- $171,768
- Total expenses
- $1,981,325
- Net increase / (decrease)
- $7,959,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $154,764 | $0 |
| Compass 360, LLC | RECORDKEEPER | $17,005 | $279 |
| Samet & Company Pc | AUDIT | $2,500 | not reported in the loaded dataset |