Napa Management Services Corp. Clinical Employees Sharing Plan & Trust — Form 5500 plan (Napa Management Services Corp.)
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, Napa Management Services Corp. Clinical Employees Sharing Plan & Trust is a benefit plan reported by Napa Management Services Corp. under EIN 11-3635685 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,646 participants and $717,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Napa Management Services Corp.
- EIN
- 11-3635685
- Plan number
- 002
- Plan type
- 3
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 1,646
- End-of-year plan assets
- $717,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,646 | H, C | 20241015121223NAL0029563969002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $717,958
- Net assets (EOY)
- $717,958
- Net assets (BOY)
- $319,225,142
Income & contributions
- Employer contributions
- $11,973,960
- Participant contributions
- $18,892,625
- Total contributions
- $33,345,062
- Total income / additions
- $86,594,004
Expenses & distributions
- Benefits paid
- $77,492,402
- Administrative expenses
- $111,132
- Total expenses
- $77,603,534
- Net increase / (decrease)
- $8,990,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | NONE | $72,689 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $42,076 | $0 | 2023 |
| Morningstar Investment Management | NONE | $15,763 | not reported in the loaded dataset | 2023 |
| Nixon Peabody | NONE | $13,575 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco, LLC | NONE | $10,417 | not reported in the loaded dataset | 2023 |
| Bacheler & Company, P.C. | NONE | $8,250 | not reported in the loaded dataset | 2023 |
| Advised Assets Group, LLC | NONE | $8,075 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $2,477 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Napa Management Services Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Prudential Retirement Insurance — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Nixon Peabody — Schedule C compensation
- Creative Planning Holdco, LLC — Schedule C compensation
- Bacheler & Company, P.C. — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation