Form 5500 Search

PHYSICIAN WEALTH

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
10
Active participants
204,545
Total plan assets
$20.9B
Filings (rows)
10
Direct comp
$448K
Indirect comp
$0

SERVICES PROVIDED

Other6
Advisor / Consultant4

Top plans served

All 10 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
69,032$6.8B$26K
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN
SALT LAKE CITY, UT
Other
NONE
68,371$6.0B$17K
WELLSPAN HEALTH
WELLSPAN 403(B) RETIREMENT SAVINGS PLAN
YORK, PA
Advisor / Consultant
ADVISOR
21,551$2.6B$2K
WELLSPAN HEALTH
WELLSPAN 403(B) RETIREMENT SAVINGS PLAN
YORK, PA
Advisor / Consultant
ADVISOR
21,551$2.3B$5K
WELLSPAN HEALTH
WELLSPAN 403(B) RETIREMENT SAVINGS PLAN
YORK, PA
Advisor / Consultant
ADVISOR
20,617$1.8B$5K
CAREPOINT HEALTH, LLC
CAREPOINT HEALTH, LLC 401(K) PROFIT SHARING PLAN
GREENWOOD VILLAGE, CO
Other
NONE
832$372.1M$120K
CAREPOINT HEALTH, LLC
CAREPOINT HEALTH, LLC 401(K) PROFIT SHARING PLAN
GREENWOOD VILLAGE, CO
Other
NONE
806$307.8M$103K
DISTRICT MEDICAL GROUP, INC.
DISTRICT MEDICAL GROUP, INC. PROFIT SHARING AND 401(K) PLAN & TRUST
PHOENIX, AZ
Other
NONE
780$300.3M$6K
DISTRICT MEDICAL GROUP, INC.
DISTRICT MEDICAL GROUP, INC. PROFIT SHARING AND 401(K) PLAN & TRUST
PHOENIX, AZ
Other
NONE
767$235.7M$5K
MOUNTAIN WEST ANESTHESIA, L.L.C.
MOUNTAIN WEST ANESTHESIA, L.L.C. RETIREMENT PLAN
LEHI, UT
Advisor / Consultant
ADVISOR
238$130.8M$159K
PHYSICIAN WEALTH — Form 5500 Service Provider Profile | Form 5500 Search