How big is Collaborative Medical LLC's plan?

Collaborative Medical LLC's plan reported $81K in assets and 2 participants for 2024.

Original filing (PDF)20251001113751NAL0031533202001

Collaborative Medical LLC

Name: Collaborative Medical LLC — Collaborative Medical, Form 5500 (2024)
Creator: Collaborative Medical LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Medical LLC Retirement Plan

Defined-contribution retirement plan · Collaborative Medical LLC's Collaborative Medical LLC Retirement Plan held $81K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

People on this filing

James Casey signed Collaborative Medical LLC's 2024 Form 5500 as plan administrator.

James Casey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Collaborative Medical LLC's EIN is 92-1626050.

EIN 92-1626050

Plan number 001

Plan year 2024

ACK ID 20251001113751NAL0031533202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collaborative Medical LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collaborative Medical LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

COLLABORATIVE MEDICAL LLC

EIN

all filings

Address

1515 WEST WALNUT STREET · SUITE 6 · JACKSONVILLE, IL · 62650

Phone

(217) 652-0652

Industry

Health Care & Social Assistance

Plan administrator