Pima Medical Institute 401(K) Plan — Form 5500 plan (Pima Medical Institute)
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, Pima Medical Institute 401(K) Plan is a benefit plan reported by Pima Medical Institute under EIN 86-0260863 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,382 participants and $51,059,266 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$51.1MPlan net assets, end of year$51,059,266
Participants1.4KCovered participants reported1,382
Assets / participant$36.9KComputed: assets ÷ participants$36,946 (computed)
Provider compensation$140.8K2 Schedule C provider row(s)$140,816
- Plan sponsor
- Pima Medical Institute
- EIN
- 86-0260863
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,382 | H, C | 20241010122029NAL0011452179001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$51.1M total assets
Net assets$51.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $51,059,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,059,266
- Net assets (BOY)
- $46,819,574
Income & contributions
- Employer contributions
- $230,997
- Participant contributions
- $5,460,792
- Total contributions
- $6,906,357
- Total income / additions
- $14,230,652
Expenses & distributions
- Benefits paid
- $9,845,363
- Administrative expenses
- $140,816
- Total expenses
- $9,990,960
- Net increase / (decrease)
- $4,239,692
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
96%
Employer 4%Participant 96%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $140,816 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |