Plan5500

St. Bernards Physician Clinics Inc. Retirement Plan — Form 5500 plan (St. Bernards Physician Clinics)

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, St. Bernards Physician Clinics Inc. Retirement Plan is a benefit plan reported by St. Bernards Physician Clinics under EIN 87-1439061 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,175 participants and $112,506,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Bernards Physician Clinics
EIN
87-1439061
Plan number
001
Plan type
2
Location
Jonesboro, AR
Latest filing year
2023
Participants
1,175
End-of-year plan assets
$112,506,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,175H, C20250715114331NAL0004554994001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$112,506,366
Total liabilities (EOY)
$0
Net assets (EOY)
$112,506,366
Net assets (BOY)
$89,240,539

Income & contributions

Employer contributions
$2,527,621
Participant contributions
$3,449,021
Total contributions
$6,049,272
Total income / additions
$27,162,137

Expenses & distributions

Benefits paid
$3,476,966
Administrative expenses
$413,820
Total expenses
$3,896,310
Net increase / (decrease)
$23,265,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Simmons Wealth ManagementADVISOR$310,529not reported in the loaded dataset2023
Pcs Retirement, LLCRECORDKEEPER$94,007not reported in the loaded dataset2023
Southeastern Employee Benefit ServiTHIRD PARTY ADMIN$9,284not reported in the loaded dataset2023

Related Form 5500 pages