Presbyterian Medical Services Discretionary Contribution Plan — Form 5500 plan (Presbyterian Medical Services)

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, Presbyterian Medical Services Discretionary Contribution Plan is a benefit plan reported by Presbyterian Medical Services under EIN 85-0206810 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,409 participants and $34,609,608 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presbyterian Medical Services
EIN
85-0206810
Plan number
001
Plan type
2
Location
Santa Fe, NM
Latest filing year
2023
Participants
1,409
End-of-year plan assets
$34,609,608

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,409H, C20240605121855NAL0020670449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,609,608
Total liabilities (EOY)
$0
Net assets (EOY)
$34,609,608
Net assets (BOY)
$30,352,156

Income & contributions

Employer contributions
$2,553,206
Total contributions
$2,553,206
Total income / additions
$6,729,469

Expenses & distributions

Benefits paid
$2,323,204
Administrative expenses
$148,813
Total expenses
$2,472,017
Net increase / (decrease)
$4,257,452

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$99,551$02023
Newport Group Securities Inc.ADVISOR$48,511$02023

Related Form 5500 pages