Physicians Management Employee Leasing Company LLC 401(K) Plan — Form 5500 plan (Physicians Management - Employee Leasing Company, 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 Management Employee Leasing Company LLC 401(K) Plan is a benefit plan reported by Physicians Management - Employee Leasing Company, LLC under EIN 26-1612259 and plan number 001. The latest loaded filing year is 2023. The filing reports 544 participants and $3,207,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Physicians Management - Employee Leasing Company, LLC
- EIN
- 26-1612259
- Plan number
- 001
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 544
- End-of-year plan assets
- $3,207,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 544 | H, C | 20241010135048NAL0021098801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,207,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,207,972
- Net assets (BOY)
- $3,441,102
Income & contributions
- Employer contributions
- $172,642
- Participant contributions
- $288,472
- Total contributions
- $461,114
- Total income / additions
- $878,722
Expenses & distributions
- Benefits paid
- $1,089,301
- Administrative expenses
- $14,323
- Total expenses
- $1,111,852
- Net increase / (decrease)
- -$233,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Co | RECORDKEEPER | $14,323 | $0 | 2023 |
| Ubs Financial Services, Inc. | BROKER | $0 | $6,805 | 2023 |
| Benefits Administrators, LLC | TPA | $0 | $34 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Physicians Management - Employee Leasing Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Transamerica Life Insurance Co — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Benefits Administrators, LLC — Schedule C compensation