2023 Form 5500 filing — The Affiliated Physicians & Employers Health 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 20250218133711NAL0003251329001) for The Affiliated Physicians & Employers Health Plan, reported by Affiliated Physicians And Employers Master Trust under EIN 45-6416517 and plan number 510. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218133711NAL0003251329001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Affiliated Physicians And Employers Master Trust
- EIN
- 45-6416517
- Plan number
- 510
- Location
- Lawrenceville, NJ
- Participants
- 0
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,017,468
- Total liabilities (EOY)
- $1,622,783
- Net assets (EOY)
- $1,394,685
- Total income / additions
- $2,634,274
- Benefits paid
- -$154,329
- Administrative expenses
- $1,522,439
- Total expenses
- $1,368,110
- Net increase / (decrease)
- $1,266,164
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Genova Burns, LLC | NONE | $439,799 | $0 |
| Concord Mangement Resoucres | NONE | $387,183 | $0 |
| Law Firm Of Brian W. Hofmeister, Ll | NONE | $252,794 | $0 |
| Mcmanimon, Scotland & Baumann LLC | NONE | $162,762 | $0 |
| Merlinos & Associates Inc. | NONE | $149,594 | $0 |
| Dfl Group | NONE | $91,797 | $0 |
| Aaj Technologies | NONE | $60,000 | $0 |
| Bmc Group Inc | NONE | $48,875 | $0 |
| Hcp National Insurance Services | NONE | $35,800 | $0 |
| Nagel Rice, Llp | NONE | $29,621 | $0 |
| Mazars Usa Llp | NONE | $26,972 | $0 |
| O.C.A. Benefit Services, LLC | NONE | $8,923 | $0 |