Advantage Physicians Healthcare Trust — Form 5500 plan (Louisiana State Medical Society)
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, Advantage Physicians Healthcare Trust is a benefit plan reported by Louisiana State Medical Society under EIN 87-6643571 and plan number 501. The latest loaded filing year is 2023. The filing reports 0 participants and $1,193,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Louisiana State Medical Society
- EIN
- 87-6643571
- Plan number
- 501
- Plan type
- 3
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $1,193,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20240729134442NAL0012560195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,193,437
- Total liabilities (EOY)
- $2,085,877
- Net assets (EOY)
- -$892,440
- Net assets (BOY)
- -$565,269
Income & contributions
- Employer contributions
- $148,913
- Total contributions
- $148,913
- Total income / additions
- $164,444
Expenses & distributions
- Benefits paid
- $115,500
- Administrative expenses
- $376,115
- Total expenses
- $491,615
- Net increase / (decrease)
- -$327,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aaj Computer Services Inc | NONE | $96,500 | $0 | 2023 |
| William O Quinlan | NONE | $83,333 | $0 | 2023 |
| Windsor Strategy Partners, Inc. | NONE | $57,000 | $0 | 2023 |
| Hcp National Insurance Services Inc | NONE | $56,989 | $0 | 2023 |
| Strategic Underwriting Solution | NONE | $26,000 | $0 | 2023 |
| Live Oak Mewa Management LLC | NONE | $13,679 | $0 | 2023 |
| Helene Cerise LLC | NONE | $9,100 | $0 | 2023 |
| Blue Cross And Blue Shield Of Louis | NONE | $8,873 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Louisiana State Medical Society
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Aaj Computer Services Inc — Schedule C compensation
- William O Quinlan — Schedule C compensation
- Windsor Strategy Partners, Inc. — Schedule C compensation
- Hcp National Insurance Services Inc — Schedule C compensation
- Strategic Underwriting Solution — Schedule C compensation
- Live Oak Mewa Management LLC — Schedule C compensation
- Helene Cerise LLC — Schedule C compensation
- Blue Cross And Blue Shield Of Louis — Schedule C compensation