Medaire 401(K) Plan — Form 5500 plan (Medaire, Inc.)

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, Medaire 401(K) Plan is a benefit plan reported by Medaire, Inc. under EIN 98-0598955 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $13,672,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medaire, Inc.
EIN
98-0598955
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
229
End-of-year plan assets
$13,672,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023229H, C20241015141551NAL0016595203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,672,647
Total liabilities (EOY)
$0
Net assets (EOY)
$13,672,647
Net assets (BOY)
$10,876,712

Income & contributions

Employer contributions
$466,179
Participant contributions
$893,964
Total contributions
$1,410,625
Total income / additions
$3,441,574

Expenses & distributions

Benefits paid
$627,442
Administrative expenses
$18,197
Total expenses
$645,639
Net increase / (decrease)
$2,795,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$18,197$02023
Sagepoint FinancialINVESTMENT ADVISORY$0$9,1852023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages