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Original filing (PDF)20251128124119NAL0003836739001

PRECISION PRACTICE MANAGEMENT, INC.

Form 5500
FILING_RECEIVED
PRECISION PRACTICE MANAGEMENT EMPLOYEE HEALTH PLAN
Health & welfare plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
104
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • No recordkeeper disclosed on Schedule C.
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 PRECISION PRACTICE MANAGEMENT, INC..
Plan sponsor
Name
PRECISION PRACTICE MANAGEMENT, INC.
DBA
PRECISION PRACTICE MANAGEMENT
EIN
37-1315752
Address
218 W MAIN ST · BELLEVILLE, IL · 622201504
Phone
(314) 881-5210
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2025-11-28
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

6 rows
Other
6
NameEINLocationRelationDirect compIndirect comp
CONSOCIATE HEALTH GROUP37-1351918DECATUR, ILNONE$45K
MULIT-PLAN HST13-3068979NEW YORK, NYNONE$27K
TEDRICK EMPLOYEE BENEFITS INC36-4178615DECATUR, ILNONE$26K
PRECEDENCE HEALTH37-1288604DAVENPORT, IANONE$3K
HEALTHCARE BLUE BOOK COMPLIANCE46-4399706BRENTWOOD, TNNONE$3K
PHIA HEALTH GROUP CONSULTING04-3504115CANTON, MANONE$3K

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.

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