Mississippi Methodist Senior Services Employee Benefit Plan — Form 5500 plan (Mississippi Methodist Senior Services Inc.)
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, Mississippi Methodist Senior Services Employee Benefit Plan is a benefit plan reported by Mississippi Methodist Senior Services Inc. under EIN 64-6026549 and plan number 946. The latest loaded filing year is 2023. The filing reports 546 participants and $388,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mississippi Methodist Senior Services Inc.
- EIN
- 64-6026549
- Plan number
- 946
- Plan type
- 2
- Location
- Tupelo, MS
- Latest filing year
- 2023
- Participants
- 546
- End-of-year plan assets
- $388,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20250715101440NAL0004400610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $388,702
- Total liabilities (EOY)
- $511,688
- Net assets (EOY)
- -$122,986
- Net assets (BOY)
- $76,062
Income & contributions
- Employer contributions
- $6,084,300
- Participant contributions
- $556,364
- Total contributions
- $7,410,437
- Total income / additions
- $7,411,495
Expenses & distributions
- Benefits paid
- $7,096,694
- Administrative expenses
- $513,849
- Total expenses
- $7,610,543
- Net increase / (decrease)
- -$199,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co | CLAIM ADMINISTRATION | $468,536 | $6,515 | 2023 |
| Higginbotham Insurance Agency Inc | BROKER/CONSULTANT | $0 | $44,065 | 2023 |
| Horne | AUDITOR | $21,700 | not reported in the loaded dataset | 2023 |
| Lipscomb & Pitts Company | BROKER/CONSULTANT | $19,135 | $533 | 2023 |
| Wex Health Inc | COBRA ADMINISTRATION | $4,048 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mississippi Methodist Senior Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Tupelo, MS
- Cigna Health And Life Insurance Co — Schedule C compensation
- Higginbotham Insurance Agency Inc — Schedule C compensation
- Horne — Schedule C compensation
- Lipscomb & Pitts Company — Schedule C compensation
- Wex Health Inc — Schedule C compensation