2023 Form 5500 filing — Marion County Medical Society, Inc. - Insurance Trust Fund Group Health, Ancillary And Worksite Benefits 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 20250430130007NAL0001175747001) for Marion County Medical Society, Inc. - Insurance Trust Fund Group Health, Ancillary And Worksite Benefits Plan, reported by Marion County Medical Society Inc. Insurance Trust Fund under EIN 84-4350072 and plan number 501. It reports 5,552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430130007NAL0001175747001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Marion County Medical Society Inc. Insurance Trust Fund
- EIN
- 84-4350072
- Plan number
- 501
- Location
- Ocala, FL
- Participants
- 5,552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,066,403
- Total liabilities (EOY)
- $3,374,808
- Net assets (EOY)
- $3,691,595
- Employer contributions
- $39,941,130
- Total income / additions
- $40,246,614
- Benefits paid
- $41,075,849
- Administrative expenses
- $76,170
- Total expenses
- $41,152,019
- Net increase / (decrease)
- -$905,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services, Inc. | CONTRACT ADMINISTRATOR | $25,000 | not reported in the loaded dataset |
| Milliman Intelliscript | ACTUARIAL | $20,099 | not reported in the loaded dataset |
| Purvis, Gray And Company, Llp | ACCOUNTANT/AUDIT | $12,700 | not reported in the loaded dataset |