Butler Medical Providers 403(B) Retirement Plan — Form 5500 plan (Butler Medical Providers)
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, Butler Medical Providers 403(B) Retirement Plan is a benefit plan reported by Butler Medical Providers under EIN 25-1441961 and plan number 001. The latest loaded filing year is 2023. The filing reports 870 participants and $35,605,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butler Medical Providers
- EIN
- 25-1441961
- Plan number
- 001
- Plan type
- 2
- Location
- Butler, PA
- Latest filing year
- 2023
- Participants
- 870
- End-of-year plan assets
- $35,605,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 870 | H, C | 20241015112227NAL0014475139002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,605,063
- Net assets (EOY)
- $35,605,063
- Net assets (BOY)
- $28,877,863
Income & contributions
- Participant contributions
- $4,166,086
- Total contributions
- $4,744,298
- Total income / additions
- $9,918,572
Expenses & distributions
- Benefits paid
- $3,073,079
- Administrative expenses
- $118,293
- Total expenses
- $3,191,372
- Net increase / (decrease)
- $6,727,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $53,859 | $0 | 2023 |
| Global Retirement Partners LLC | BROKER DEALER | $43,045 | $0 | 2023 |
| Definiti LLC | TPA | $21,234 | $0 | 2023 |