Physicians For Women'S Health, LLC Savings And Retirement Plan — Form 5500 plan (Physicians For Women'S Health, LLC)
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, Physicians For Women'S Health, LLC Savings And Retirement Plan is a benefit plan reported by Physicians For Women'S Health, LLC under EIN 06-1483728 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,505 participants and $198,661,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians For Women'S Health, LLC
- EIN
- 06-1483728
- Plan number
- 001
- Plan type
- 2
- Location
- Rocky Hill, CT
- Latest filing year
- 2023
- Participants
- 1,505
- End-of-year plan assets
- $198,661,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,505 | H, C | 20241015130624NAL0056283202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,661,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,661,100
- Net assets (BOY)
- $181,417,954
Income & contributions
- Employer contributions
- $4,981,389
- Participant contributions
- $7,042,394
- Total contributions
- $12,327,085
- Total income / additions
- $43,381,478
Expenses & distributions
- Benefits paid
- $25,635,238
- Administrative expenses
- $387,641
- Total expenses
- $26,138,332
- Net increase / (decrease)
- $17,243,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | NONE | $282,456 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Ins & Annuity | NONE | $282,456 | $0 | 2023 |
| Fiducient Advisors | NONE | $57,861 | not reported in the loaded dataset | 2023 |
| The Pension Service, Inc. | NONE | $29,330 | not reported in the loaded dataset | 2023 |
| Summit Planning Group | NONE | $17,994 | not reported in the loaded dataset | 2023 |
| Summit Planning Group | NONE | $17,994 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians For Women'S Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Rocky Hill, CT
- Prudential Retirement Insurance — Schedule C compensation
- Prudential Retirement Ins & Annuity — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- The Pension Service, Inc. — Schedule C compensation
- Summit Planning Group — Schedule C compensation