Spectrum Healthcare Tax Deferred Savings Plan And Trust — Form 5500 plan (Spectrum Healthcare Group, 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, Spectrum Healthcare Tax Deferred Savings Plan And Trust is a benefit plan reported by Spectrum Healthcare Group, Inc. under EIN 86-0207499 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $8,139,627 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spectrum Healthcare Group, Inc.
EIN
86-0207499
Plan number
001
Plan type
2
Location
Cottonwood, AZ
Latest filing year
2023
Participants
531
End-of-year plan assets
$8,139,627

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023531H, C20241015184719NAL0015274115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,139,627
Total liabilities (EOY)
$0
Net assets (EOY)
$8,139,627
Net assets (BOY)
$6,393,164

Income & contributions

Employer contributions
$811,673
Participant contributions
$810,017
Total contributions
$1,624,860
Total income / additions
$2,580,355

Expenses & distributions

Benefits paid
$756,726
Administrative expenses
$77,166
Total expenses
$833,892
Net increase / (decrease)
$1,746,463

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNA$60,560$3,0492023
Morgan Stanley Ins Svcs IncNA$0$60,2912023
MgksNA$16,606$3472023

Related Form 5500 pages