The Campbell Clinic, P.C. Employees' Retirement Plan And Trust — Form 5500 plan (The Campbell Clinic, P.C.)

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, The Campbell Clinic, P.C. Employees' Retirement Plan And Trust is a benefit plan reported by The Campbell Clinic, P.C. under EIN 62-0811256 and plan number 001. The latest loaded filing year is 2023. The filing reports 723 participants and $127,199,834 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Campbell Clinic, P.C.
EIN
62-0811256
Plan number
001
Plan type
2
Location
Germantown, TN
Latest filing year
2023
Participants
723
End-of-year plan assets
$127,199,834

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023723H, C20240924080140NAL0007281715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,199,834
Total liabilities (EOY)
$0
Net assets (EOY)
$127,199,834
Net assets (BOY)
$112,031,773

Income & contributions

Employer contributions
$5,351,125
Participant contributions
$3,099,837
Total contributions
$9,496,108
Total income / additions
$25,265,006

Expenses & distributions

Benefits paid
$10,073,368
Administrative expenses
$23,577
Total expenses
$10,096,945
Net increase / (decrease)
$15,168,061

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$23,577$02023

Related Form 5500 pages