Marion County Medical Society, Inc. - Insurance Trust Fund Group Health, Ancillary And Worksite Benefits Plan — Form 5500 plan (Marion County Medical Society Inc. Insurance Trust Fund)
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, Marion County Medical Society, Inc. - Insurance Trust Fund Group Health, Ancillary And Worksite Benefits Plan is a benefit plan reported by Marion County Medical Society Inc. Insurance Trust Fund under EIN 84-4350072 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,552 participants and $7,066,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marion County Medical Society Inc. Insurance Trust Fund
- EIN
- 84-4350072
- Plan number
- 501
- Plan type
- 3
- Location
- Ocala, FL
- Latest filing year
- 2023
- Participants
- 5,552
- End-of-year plan assets
- $7,066,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,552 | H, C | 20250430130007NAL0001175747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,066,403
- Total liabilities (EOY)
- $3,374,808
- Net assets (EOY)
- $3,691,595
- Net assets (BOY)
- $4,597,000
Income & contributions
- Employer contributions
- $39,941,130
- Total contributions
- $40,237,374
- Total income / additions
- $40,246,614
Expenses & distributions
- Benefits paid
- $41,075,849
- Administrative expenses
- $76,170
- Total expenses
- $41,152,019
- Net increase / (decrease)
- -$905,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | CONTRACT ADMINISTRATOR | $25,000 | not reported in the loaded dataset | 2023 |
| Milliman Intelliscript | ACTUARIAL | $20,099 | not reported in the loaded dataset | 2023 |
| Purvis, Gray And Company, Llp | ACCOUNTANT/AUDIT | $12,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marion County Medical Society Inc. Insurance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ocala, FL
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Milliman Intelliscript — Schedule C compensation
- Purvis, Gray And Company, Llp — Schedule C compensation