Partners In Care 403(B) Plan — Form 5500 plan (Partners In Care)
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, Partners In Care 403(B) Plan is a benefit plan reported by Partners In Care under EIN 93-0756143 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $13,123,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Partners In Care
- EIN
- 93-0756143
- Plan number
- 001
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $13,123,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241015122439NAL0016377667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,123,140
- Total liabilities (EOY)
- $2,458
- Net assets (EOY)
- $13,120,682
- Net assets (BOY)
- $10,892,338
Income & contributions
- Employer contributions
- $655,238
- Participant contributions
- $1,345,713
- Total contributions
- $2,034,016
- Total income / additions
- $3,819,807
Expenses & distributions
- Benefits paid
- $1,557,631
- Administrative expenses
- $33,832
- Total expenses
- $1,591,463
- Net increase / (decrease)
- $2,228,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Wealth Management | NONE | $28,350 | not reported in the loaded dataset | 2023 |
| Randall & Hurley | NONE | $5,154 | not reported in the loaded dataset | 2023 |