Medical Review Institute Of America 401(K) Plan — Form 5500 plan (Medical Review Institute Of America)
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, Medical Review Institute Of America 401(K) Plan is a benefit plan reported by Medical Review Institute Of America under EIN 87-0515201 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $20,178,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Review Institute Of America
- EIN
- 87-0515201
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $20,178,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20240823130423NAL0003181907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,178,490
- Total liabilities (EOY)
- $88,166
- Net assets (EOY)
- $20,090,324
- Net assets (BOY)
- $15,011,301
Income & contributions
- Employer contributions
- $594,038
- Participant contributions
- $2,650,703
- Total contributions
- $3,454,947
- Total income / additions
- $6,179,169
Expenses & distributions
- Benefits paid
- $905,078
- Administrative expenses
- $95,841
- Total expenses
- $1,100,146
- Net increase / (decrease)
- $5,079,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $42,309 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $28,065 | $0 | 2023 |
| Wc Administrators, LLC | CONTRACT ADMINISTORS | $22,958 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | 3(38) FIDUCIARY | $8,283 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Review Institute Of America
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Wc Administrators, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation