Bloomington Medical Services, LLC 401(K) Plan — Form 5500 plan (Bloomington Medical Services, 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, Bloomington Medical Services, LLC 401(K) Plan is a benefit plan reported by Bloomington Medical Services, LLC under EIN 26-1803679 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $10,825,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bloomington Medical Services, LLC
EIN
26-1803679
Plan number
001
Plan type
2
Location
Wooster, OH
Latest filing year
2023
Participants
201
End-of-year plan assets
$10,825,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20241015124518NAL0028463393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,825,317
Total liabilities (EOY)
$0
Net assets (EOY)
$10,825,317
Net assets (BOY)
$8,116,179

Income & contributions

Employer contributions
$537,970
Participant contributions
$1,108,846
Total contributions
$2,720,553
Total income / additions
$4,398,993

Expenses & distributions

Benefits paid
$1,639,747
Administrative expenses
$50,108
Total expenses
$1,689,855
Net increase / (decrease)
$2,709,138

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services, LLCNONE$27,711not reported in the loaded dataset2023
Whitaker Myers Wealth Managers, LtdNONE$22,071not reported in the loaded dataset2023

Related Form 5500 pages