Original filing (PDF)20251229132728NAL0017731345001

MOREHEAD PRIMARY CARE

Name: MOREHEAD PRIMARY CARE — MOREHEAD PRIMARY CARE CBS BENEFIT PLAN, Form 5500 (2024)
Creator: MOREHEAD PRIMARY CARE

Form 5500-SF

FILING_RECEIVED

MOREHEAD PRIMARY CARE CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$724

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOREHEAD PRIMARY CARE.

Plan sponsor

Name

MOREHEAD PRIMARY CARE

EIN

27-4156095

Address

333 BEACON HILL RD · STE 201 · MOREHEAD, KY · 40351

Phone

(606) 780-0444

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

SOUTH BAY FAMILY MEDICINE

SOUTH BAY FAMILY MEDICINE 401(K) PLAN

$2K · 1 participants

PALM LEAF PEDIATRICS, LLC

$2K · 6 participants

LIZY B THOMAS MD PC

LIZY B THOMAS MD PC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 2 participants

CMG MEDICINE PC

CMG MEDICINE PC 401(K) PLAN

$2K · 11 participants

REMEDY PSYCHIATRIC SERVICES, A N

REMEDY PSYCHIATRIC SERVICES, A NURSING CORPORATION 401K PLAN

$2K · 1 participants