Back to filter
Original filing (PDF)20230712153901NAL0045213042001
MD GROUP LLC
Form 5500
FILING_RECEIVED
MD GROUP, LLC HEALTH & WELFARE PLAN
Health & welfare plan
Signals · 1
11 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MD GROUP LLC.
Plan sponsor
Name
MD GROUP LLC
EIN
16-1637149
Address
333 LOWVILLE RD · RIO, WI · 53960
Phone
(920) 992-6800
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-12
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4B · Life Insurance
4Q · Other
4H · Long-Term Disability
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVERGENT CONSULTING | 83-3367624 | — | INS AGENTS AND BROKERS | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY RISK MANAGEMENT (FRM) | 47-4131554 | — | CONTRACT ADMINISTRATOR | $6 | — |
Insurance
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AITHER HEALTH LLC | 84-2273042 | — | INSURANCE SERVICES | $64K | — |
| THE ALLIANCE/TRILOGY, NOVO, FIRST | 39-1675538 | — | INSURANCE SERVICES | $36K | — |
| MEDXOOM | 47-4302152 | — | INSURANCE SERVICES | $9K | — |
| PAYER COMPASS | 46-2047081 | — | INSURANCE SERVICES | $7K | — |
| CASE MANAGEMENT SPECIALISTS | 61-1688248 | — | INSURANCE SERVICES | $5K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLABORATE CARE ASSISTANT | 20-1834524 | — | DIRECT PAYMENT FROM PLAN | $34K | — |
| MEMD, LEGACY MEDICAL SERVICE | 46-3279589 | — | DIRECT PAYMENT FROM PLAN | $8K | — |
| EMPLOYEE BENEFITS CORPORATION | 39-2044064 | — | CLAIMS PROCESSING | $6K | — |
| POINDEXTER | 20-3424289 | — | OTHER FEES | $2K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using AITHER HEALTH LLC
Similar-size Retail Trade plans
PHARM INVESTCO LLC
PHARM INVESTCO LLC 401(K) PLAN
$0
EVERGREEN PHARMACY
EVERGREEN PHARMACY 401(K) PLAN
$0
AAA RX PHARMACY, INC.
AAA RX PHARMACY, INC. CASH BALANCE PENSION PLAN
$0
LETTER INCORPORATED
LETTER INCORPORATED 401(K) PLAN
$0
BARDWELL PHARMACY
BARDWELL PHARMACY 401(K) PLAN
$0
ELBEN RX INC
ELBEN RX INC GCF BENEFIT PLAN
$0
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B