Plan5500

Medical Society Healthcare Trust — Form 5500 plan (Bot, Medical Society Healthcare Trust)

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 Society Healthcare Trust is a benefit plan reported by Bot, Medical Society Healthcare Trust under EIN 87-2160747 and plan number 501. The latest loaded filing year is 2023. The filing reports 140 participants and $64,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bot, Medical Society Healthcare Trust
EIN
87-2160747
Plan number
501
Plan type
3
Location
Mukilteo, WA
Latest filing year
2023
Participants
140
End-of-year plan assets
$64,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241015174611NAL0049201584005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,969
Total liabilities (EOY)
$46,151
Net assets (EOY)
$18,818
Net assets (BOY)
$5,042

Income & contributions

Employer contributions
$1,218,014
Total contributions
$1,218,014
Total income / additions
$1,218,624

Expenses & distributions

Benefits paid
$1,064,390
Administrative expenses
$140,458
Total expenses
$1,204,848
Net increase / (decrease)
$13,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown And Brown Of WaNONE$74,732$02023
Vimly Benefit SolutionsNONE$18,444$02023
Medical Society Healthcare TrustNONE$15,225$02023
Horizon Benefits GroupNONE$8,916$02023

Related Form 5500 pages