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Original filing (PDF)20251014164747NAL0004578400001
MEDICAL PRACTICE CONSORTIUM
Form 5500
FILING_RECEIVED
MEDICAL PRACTICE CONSORTIUM HEALTH PLAN
Health & welfare plan
Signals · 4
41% in single holding~1408 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
909
Accounts w/ balance
—
Plan assets (EOY)
$13.3M
Net assets (EOY)
$10.7M
How this plan invests
This plan
96 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
79
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Cash - interest bearing Indiana Members Credit Union Cash - interest bearing" is 41% of plan.
- 1408 bps in Schedule C fees — 4756% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDICAL PRACTICE CONSORTIUM.
Plan sponsor
Name
MEDICAL PRACTICE CONSORTIUM
EIN
83-2817001
Address
322 CANAL WALK · INDIANAPOLIS, IN · 462023278
Phone
(317) 261-2060
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
BRADYWARE & SCHOENFELD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLK SOLUTIONS LLC | 87-2050867 | — | CONSULTANT | $40K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC | 35-0781558 | — | NONE | $827K | — |
| INDIANA STATE MEDICAL ASSOC INS AGY | 35-1731389 | — | NONE | $323K | — |
| EPIPHANYRX | 04-3608530 | — | NONE | $253K | — |
| LHD BENEFITS ADVISORS | 35-2150902 | — | NONE | $143K | — |
| BOSE, MCKINNEY & EVANS LLP | 35-0957980 | — | NONE | $110K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $55K | — |
| ARTHUR J GALLAGHER & CO | 36-2151613 | — | NONE | $44K | — |
| VITAL INCITE, LLC | 82-3614359 | — | NONE | $30K | — |
| DELTA DENTAL OF INDIANA | 35-1545647 | — | BENEFIT ADMINISTRATOR | $27K | — |
| BRADY WARE RKN | 34-1476702 | — | NONE | $25K | — |
Investments
95 direct securities· $12.6M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash - interest bearing Indiana Members Credit Union Cash - interest bearing | — | — | $5.2M | $5.2M | 39.1% | |
| Money market funds FMPW INST Money Account PR Money market fund | — | — | $479K | $479K | 3.6% | |
| Fiserv Incorporated Wi Com Stock | — | — | $121K | $252K | 1.9% | |
| Honeywell Intl Inc Com Stock | — | — | $213K | $248K | 1.9% | |
| Morgan Stanley Dean Witter Com Stock | — | — | $172K | $245K | 1.8% | |
| Progressive Corp Ohio Com Stock | — | — | $112K | $240K | 1.8% | |
| Broadcom Inc NPV Com Stock | — | — | $54K | $236K | 1.8% | |
| Intercontinental Exchange Com Stock | — | — | $172K | $231K | 1.7% | |
| Home Depot Inc Com Stock | — | — | $173K | $220K | 1.6% | |
| Gallagher Arthur J & Co Com Stock | — | — | $137K | $219K | 1.6% | |
| Danaher Corp Com Stock | — | — | $199K | $191K | 1.4% | |
| Alphabet Cl A Com Stock | — | — | $114K | $189K | 1.4% | |
| Dover Corp Com Stock | — | — | $141K | $188K | 1.4% | |
| Motorola Solutions Inc. Com Stock | — | — | $90K | $185K | 1.4% | |
| Equities Accenture Plc Adr Stock | — | — | $148K | $172K | 1.3% | |
| Microsoft Corp Com Stock | — | — | $115K | $169K | 1.3% | |
| Stryker Corp Com Stock | — | — | $102K | $163K | 1.2% | |
| U.S. Treasury Note 1/31/29 | — | — | $157K | $158K | 1.2% | |
| Elevance Health Inc Com Stock | — | — | $202K | $158K | 1.2% | |
| Houlihan Lokey Inc Stock | — | — | $78K | $156K | 1.2% | |
| U.S. Treasury Note 3/31/27 | — | — | $159K | $154K | 1.2% | |
| U.S. Treasury Note 8/31/26 | — | — | $136K | $137K | 1.0% | |
| Darden Restaurants Com Stock | — | — | $108K | $136K | 1.0% | |
| EOG Resources Inc Com Stock | — | — | $134K | $135K | 1.0% | |
| Chevron Corp Com Stock | — | — | $148K | $130K | 1.0% | |
| Automatic Data Processing Com Stock | — | — | $99K | $119K | 0.9% | |
| Chubb Limited Adr Stock | — | — | $79K | $115K | 0.9% | |
| Nextera Energy Inc Com Stock | — | — | $121K | $113K | 0.8% | |
| UnitedHealth Group Inc Com Stock | — | — | $98K | $101K | 0.8% | |
| Novartis A G Sponsored Adr Stock | — | — | $86K | $101K | 0.8% | |
| Johnson & Johnson Com Stock | — | — | $116K | $96K | 0.7% | |
| Sempra Energy Com Stock | — | — | $95K | $95K | 0.7% | |
| Bank of America Corp 4/19/26 | — | — | $49K | $49K | 0.4% | |
| JP Morgan Chase & Co 10/1/26 | — | — | $49K | $49K | 0.4% | |
| Citigroup Inc 10/21/26 | — | — | $49K | $49K | 0.4% | |
| McDonalds Corp Mutual fund | — | — | $46K | $45K | 0.3% | |
| Goldman Sachs Group Inc 2/25/26 | — | — | $45K | $45K | 0.3% | |
| Morgan Stanley 1/20/27 | — | — | $43K | $44K | 0.3% | |
| American Tower Corp 7/15/28 | — | — | $40K | $40K | 0.3% | |
| Caterpillar Finl SVCS Mutual fund | — | — | $40K | $40K | 0.3% | |
| John Deere Capital Corp 1/20/28 | — | — | $40K | $40K | 0.3% | |
| Magna Intl Inc SR Global Mutual fund | — | — | $40K | $40K | 0.3% | |
| Toronto Dominion Bank 1/10/28 | — | — | $40K | $40K | 0.3% | |
| HCA Inc Mutual fund | — | — | $40K | $40K | 0.3% | |
| Broadcom Inc 4/15/29 | — | — | $39K | $40K | 0.3% | |
| Oracle Corp 5/06/28 | — | — | $39K | $40K | 0.3% | |
| American Express Co Sgn Mutual fund | — | — | $39K | $39K | 0.3% | |
| Duke Energy Carolinas LLC Mutual fund | — | — | $39K | $39K | 0.3% | |
| Wells Fargo & Co Mutual fund | — | — | $40K | $39K | 0.3% | |
| Paypal Holdings Inc 10/1/26 | — | — | $39K | $39K | 0.3% | |
| Uber Technologies Inc Mutual fund | — | — | $40K | $39K | 0.3% | |
| Southwest Airlines Co 11/15/26 | — | — | $38K | $39K | 0.3% | |
| Starbucks Corp 3/01/28 | — | — | $38K | $39K | 0.3% | |
| Nike Inc 3/27/27 | — | — | $38K | $39K | 0.3% | |
| Mid America Apts LP Mutual fund | — | — | $38K | $39K | 0.3% | |
| American Honda Finance 2/15/28 | — | — | $39K | $38K | 0.3% | |
| Home Depot Inc 9/14/27 | — | — | $39K | $38K | 0.3% | |
| Equinix Inc Mutual fund | — | — | $37K | $37K | 0.3% | |
| Simon Property Group Lp 2/01/28 | — | — | $35K | $37K | 0.3% | |
| Packaging Corp of America 12/15/29 | — | — | $38K | $36K | 0.3% | |
| Waste Management Inc De 3/15/28 | — | — | $35K | $36K | 0.3% | |
| Marriot International 10/15/27 | — | — | $35K | $35K | 0.3% | |
| Avalonbay Cmntys Inc Mutual fund | — | — | $35K | $35K | 0.3% | |
| Omnicom Group 4/30/30 | — | — | $35K | $35K | 0.3% | |
| Keurig Dr Pepper Inc 6/15/26 | — | — | $34K | $34K | 0.3% | |
| CVS Health Corp Mutual fund | — | — | $31K | $30K | 0.2% | |
| Burlington Northn Santa Fe Mutual fund | — | — | $29K | $29K | 0.2% | |
| United Parcel Service Inc 11/15/27 | — | — | $29K | $29K | 0.2% | |
| Wec Energy Group Com Stock | — | — | $27K | $28K | 0.2% | |
| U.S. Treasury Note 9/30/28 | — | — | $27K | $27K | 0.2% | |
| Hartford Financial Services Com Stock | — | — | $16K | $25K | 0.2% | |
| Kinder Morgan Inc Del Com Stock | — | — | $15K | $25K | 0.2% | |
| Garmin Ltd Com Stock | — | — | $11K | $24K | 0.2% | |
| The Williams Co (Delaware) Com Stock | — | — | $14K | $24K | 0.2% | |
| Blackrock Stock | — | — | $15K | $23K | 0.2% | |
| Cisco Systems Com Stock | — | — | $16K | $21K | 0.2% | |
| Fixed income securities - mutual funds Exchange-traded IShares 0-3 Month Treasury Bond ETF fund | — | — | $21K | $21K | 0.2% | |
| Broadridge Finl Solutions Com Stock | — | — | $18K | $20K | 0.1% | |
| CME Group Com Stock | — | — | $14K | $19K | 0.1% | |
| Exchange-traded SPDR Bloomberg 1-3 Mo Tbill fund | — | — | $19K | $19K | 0.1% | |
| Southern Co Com Stock | — | — | $15K | $19K | 0.1% | |
| Texas Instrs Inc Com Stock | — | — | $15K | $18K | 0.1% | |
| Medtronic Incorporated Adr Stock | — | — | $18K | $17K | 0.1% | |
| Coca Cola Co Com Stock | — | — | $17K | $17K | 0.1% | |
| Illinois Tool Works Inc Com Stock | — | — | $14K | $16K | 0.1% | |
| Consolidated Edison Inc Com Stock | — | — | $17K | $16K | 0.1% | |
| Intl Business Machines Corp Com Stock | — | — | $9K | $15K | 0.1% | |
| United Parcel Service Com Stock | — | — | $18K | $14K | 0.1% | |
| Paychex Inc Com Stock | — | — | $13K | $14K | 0.1% | |
| Eaton Corp Adr Stock | — | — | $6K | $13K | <0.1% | |
| Equities - continued Pfizer Inc Com Stock | — | — | $22K | $13K | <0.1% | |
| Genuine Part Co Com Stock | — | — | $17K | $13K | <0.1% | |
| Amgen Inc Com Stock | — | — | $9K | $10K | <0.1% | |
| General Dynamics Corp Com Stock | — | — | $8K | $10K | <0.1% | |
| Watsco Inc Com Stock | — | — | $4K | $5K | <0.1% |