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Original filing (PDF)20251008154927NAL0010102416001
GEM CITY BONE & JOINT, P.C.
Form 5500
FILING_RECEIVED
GEM CITY BONE & JOINT, P.C. PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
131
Accounts w/ balance
—
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEM CITY BONE & JOINT, P.C..
Plan sponsor
Name
GEM CITY BONE & JOINT, P.C.
EIN
83-0219655
Address
1909 VISTA DRIVE · LARAMIE, WY · 82070
Phone
(307) 745-8851
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SOUKUP BUSH & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORS, LLC | 13-4251514 | MILFORD, CT | — | $36K | — |
Investments
9 direct securities· $9.7M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| US Treasury ETF - US Treasury 3 Month Bill | — | — | $2.4M | $2.4M | 22.5% | |
| SPDR ETF - SPDR Bloomberg 1-3 Month T-Bill | — | — | $2.4M | $2.4M | 22.4% | |
| Ishares ETF - Ishares TR Ultra Short-Term Bond | — | — | $1.6M | $1.6M | 14.7% | |
| Ishares ETF - Ishares Core S&P 500 | — | — | $1.0M | $1.0M | 9.7% | |
| Vaneck ETF - Vaneck IG Floating Rate | — | — | $688K | $688K | 6.4% | |
| Janus Henderson ETF - Janus Henderson AAA CLO | — | — | $675K | $675K | 6.3% | |
| JPMorgan ETF - JPMorgan Equity Premium | — | — | $483K | $483K | 4.5% | |
| Ishares ETF - Ishares High Yield Sys | — | — | $387K | $387K | 3.6% | |
| Charles Schwab Interest bearing cash | — | — | $79K | $79K | 0.7% |
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