The Jane Pauley Community Health — Form 5500 plan (The Jane Pauley Community Health)

Plain-English plan 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, The Jane Pauley Community Health is a benefit plan reported by The Jane Pauley Community Health under EIN 01-0945309 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $3,782,138 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Jane Pauley Community Health
EIN
01-0945309
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
129
End-of-year plan assets
$3,782,138

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20240501110444NAL0030831216001
2023139H, C20240501112055NAL0018322896001
2023192H, C20240501125205NAL0008600339001
2023292H, C20241013091859NAL0012367875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,443,413
Total liabilities (EOY)
$0
Net assets (EOY)
$7,443,413
Net assets (BOY)
$5,040,207

Income & contributions

Employer contributions
$757,970
Participant contributions
$1,073,607
Total contributions
$2,117,372
Total income / additions
$3,048,078

Expenses & distributions

Benefits paid
$631,280
Administrative expenses
$10,137
Total expenses
$644,872
Net increase / (decrease)
$2,403,206

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$10,136$02023
Adp, Inc.RECORD KEEPER$4,285$02023
Adp, LLCRECORD KEEPER$3,469$02023
Adp, LLCRECORD KEEPER$2,565$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages