Filings through Sep 24, 2026.

Retirement plan

American Board of Family Medicine, Inc. Pension Plan

Name: AMERICAN BOARD OF FAMILY MEDICINE, INC. - AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN (2024) Form 5500
Creator: AMERICAN BOARD OF FAMILY MEDICINE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN, AMERICAN BOARD OF FAMILY MEDICINE, INC.

American Board of Family Medicine, Inc.EIN 43-0921226Plan #002PY 2024

1648 MCGRATHIANA PARKWAY, SUITE 550 - LEXINGTON, KY 40511859-269-5626

Other plans on this EIN

1 filing

#001Retirement-$18.4M assets

Prospect flagsLow participant contribution

Top hat statement on fileNQDC

Filed June 14, 1993

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$21.7M

+13.2% from 2023

Total participants

100

+7.5% from 2023

Average account balance

No prior year

Annual return

11.84%

-9.32 pp from 2023

Benchmarks

See 165 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined benefit

Participants25-99

Cohort165 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

Actuary	Schedule	Address, phone
Myiah L. Gauntlett, Asa, Maaa, Ea McGriff, a Marsh & McLennan Company Schedule SB	Schedule SB	Pro

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Plan features & details

Pension benefit codes1A1C

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$15770 / participant

Other / not subdivided$1M100.0%

% of EOY assets

5.878%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Actuary

Address, phone

Myiah L. Gauntlett, Asa, Maaa, Ea

McGriff, a Marsh & McLennan Company

Schedule SB

Pro

American Board of Family Medicine, Inc. Pension Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

American Board of Family Medicine, Inc. Pension Plan

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion