Plan5500

Ur Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan — Form 5500 plan (Ur Medicine Home Care, Certified Services, Inc.)

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, Ur Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan is a benefit plan reported by Ur Medicine Home Care, Certified Services, Inc. under EIN 16-0743215 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $6,029,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ur Medicine Home Care, Certified Services, Inc.
EIN
16-0743215
Plan number
001
Plan type
2
Location
Webster, NY
Latest filing year
2023
Participants
156
End-of-year plan assets
$6,029,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241009162342NAL0009399859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,029,376
Total liabilities (EOY)
$0
Net assets (EOY)
$6,029,376
Net assets (BOY)
$6,258,766

Income & contributions

Employer contributions
$176,000
Total contributions
$176,000
Total income / additions
$904,927

Expenses & distributions

Benefits paid
$1,060,766
Administrative expenses
$73,551
Total expenses
$1,134,317
Net increase / (decrease)
-$229,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerACTUARY$54,934not reported in the loaded dataset2023
Nepc, LLCNONE$11,260not reported in the loaded dataset2023

Related Form 5500 pages