S.P.E.A.R. Physical And Occupational Therapy LLC Group Medical Plan — Form 5500 plan (S.P.E.A.R. Physical And Occupational Therapy 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, S.P.E.A.R. Physical And Occupational Therapy LLC Group Medical Plan is a benefit plan reported by S.P.E.A.R. Physical And Occupational Therapy LLC under EIN 20-2775993 and plan number 502. The latest loaded filing year is 2023. The filing reports 201 participants and $915,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.P.E.A.R. Physical And Occupational Therapy LLC
- EIN
- 20-2775993
- Plan number
- 502
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $915,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241007150033NAL0008985795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $915,195
- Total liabilities (EOY)
- $120,943
- Net assets (EOY)
- $794,252
- Net assets (BOY)
- $248,030
Income & contributions
- Employer contributions
- $1,591,116
- Participant contributions
- $863,401
- Total contributions
- $2,454,517
- Total income / additions
- $2,469,585
Expenses & distributions
- Benefits paid
- $1,485,102
- Administrative expenses
- $438,261
- Total expenses
- $1,923,363
- Net increase / (decrease)
- $546,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allied Benefit Systems | ADMIN | $244,340 | not reported in the loaded dataset | 2023 |
| Brio Benefit Consulting | BROKER | $57,500 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $47,082 | not reported in the loaded dataset | 2023 |
| Connectcare3, LLC | PATIENT ADVOCATE | $16,355 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S.P.E.A.R. Physical And Occupational Therapy LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Allied Benefit Systems — Schedule C compensation
- Brio Benefit Consulting — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3, LLC — Schedule C compensation