Original filing (PDF)20240809164318NAL0013734338001

MEDICARE GROUP USA LLC

Name: MEDICARE GROUP USA LLC — MEDICARE GROUP USA LLC 401 K PLAN, Form 5500 (2023)
Creator: MEDICARE GROUP USA LLC

Form 5500-SF

FILING_RECEIVED

MEDICARE GROUP USA LLC 401 K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$538

Net assets (EOY)

$538

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEDICARE GROUP USA LLC.

Plan sponsor

Name

MEDICARE GROUP USA LLC

EIN

82-0801486

Address

1150 GREENWOOD BLVD · ST 1020 · LAKE MARY, FL · 32746

Phone

(513) 226-4252

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

TALCOTT INTERNAL MEDICINE & CARDIOLOGY, LTD.

TALCOTT INTERNAL MEDICINE & CARDIOLOGY, LTD. CASH BALANCE PENSION PLAN

$541

PULMONARY CLINIC OF CAROLINAS

PULMONARY CLINIC OF CAROLINA'S 401K PROFIT SHARING PLAN

$545 · 1 participants

CLINASYST, LLC

CLINASYST, LLC -401K PLAN

$547 · 5 participants

CHARIS MEDICAL CENTER INC

$547 · 3 participants

DAVID S. SHIELDS, M.D.

DAVID S. SHIELDS, M.D. 401(K) RETIREMENT PLAN