My Plan Facts

Arcis Healthcare Cash Balance Plancash balance plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $3,099 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
Arcis Healthcare, N. Charleston, SC
EIN and plan number
46-2535418, plan 005
Plan type
cash balance. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 135 participants.

Net assets were $2,768,175 at the end of that plan year.

Employer contributions were $3,099 for each active participant in that plan year.

Participant contributions were $0 for each active participant.

By participants, it was number 29 of 31 defined benefit plans with 100 or more participants and a filing address in South Carolina.

By net assets, it was number 30 of 31.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Its administrative expenses for each participant were $133 in plan year 2025.

The median of defined benefit plans with 100 to 249 participants was $583 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 1,183 defined benefit plans with 100 to 249 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$375,000
Active participants31 Dec 2025
121
Employer contributions for each active participant
$3,099
Among plans of the same type and size$3,099plan year 2024

The plan is at the 22nd percentile of the group. The quartiles of the group are $3,902, $9,859 and $24,241. Among plans of the same sector, the plan is at the 27th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$0
Rollovers and other contributions
$0
Participant contributions for each active participant
$0
Among plans of the same type and sizeNone in the filingplan year 2024

The plan is at the 84th percentile of the group of 104 plans. The quartiles of the group are $0, $0 and $0. Among plans of the same sector, the plan is at the 73rd percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$375,000

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 100 to 249 participants, Health care and social assistance sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Contract administrator fees
$17,974
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$17,974
Administrative expenses for each participant$133plan year 2024

The plan is at the 12th percentile of the group. The quartiles of the group are $286, $583 and $1,047. Among plans of the same sector, the plan is at the 13th percentile.

Direct compensation
$94,811
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$94,811
Schedule C compensation for each participant$702plan year 2024

The plan is at the 71st percentile of the group. The quartiles of the group are $237, $451 and $801. Among plans of the same sector, the plan is at the 93rd percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$2,313,228
Total income, with the result of the investments
$474,158
Benefits paid
$1,237
Total expenses
$19,211
Net income
$454,947
Net transfers
$0
Net assets, 31 Dec 2025
$2,768,175
Active participants
121
Retired or separated, with benefits now
0
Retired or separated, with benefits later
14
Participants, 31 Dec 2025
135
Net assets for each participant$20,505plan year 2024

The plan is at the 8th percentile of the group. The quartiles of the group are $44,370, $80,329 and $149,452. Among plans of the same sector, the plan is at the 5th percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

The site has one filing of this plan on record, so it shows no figures of earlier plan years.

Assets by Schedule H category, 31 Dec 2025

Insurance company general account
$2.8M 100.0%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that Arcis Healthcare Cash Balance Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
Nova 401(k) AssociatesActuarial$76,838$0
Lincoln National CorporationContract Administrator$10,569$0
Stadion Money ManagementInvestment advisory (participants)$7,404$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
CBIZ CPAS PC
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $500,000
Blackout period in the plan yearSchedule H line 4m
No answer
Marks on the form
frozen plan
  • 1BBenefits are primarily flat dollar (includes dollars per year of service)
  • 1CCash balance or similar plan
  • 1IFrozen plan
  • 3DPre-approved pension plan
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 621111: Offices of Physicians (except mental health specialists).

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Other plans of Arcis Healthcare

Plans that file under EIN 46-2535418
PlanParticipantsNet assets
Arcis Healthcare, LLC 401(k) Profit Sharing Plan353$40.5M

The employer page of Arcis Healthcare

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Associates in Dermatology PLLC Cash Balance PlanAssociates in Dermatology PLLC138
Southwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanSouthwest Ohio Ent Specialists, Inc.135
Sarasota Emergency Associates, PA Cash Balance PlanGlobal Physician Network LLC138
Radiology Associates of North Texas, P.A. Cash Balance Pension PlanRadiology Associates of North Texas, P.A.135
Anesthesiology Services Network, Ltd. Cash Balance PlanAnesthesiology Services Network, Ltd.138
Orthopaedic Institute of Ohio, Inc. / Institute for Orthpaedic Surgery Cash Balance PlanOrthopaedic Institute of Ohio, Inc.135
Boston Childrens Heart Foundation, Inc. Defined Benefit Pension PlanBoston Childrens Heart Foundation, Inc.139
Eye Care Physicians & Surgeons, Inc. Cash Balance PlanEye Care Physicians & Surgeons, Inc.133
Midwest Radiology, P.A. and Affiliates Cash Balance PlanMidwest Radiology, P.A.140
New York Anesthesiology Medical Specialties, PC Pension PlanNew York Anesthesiology Medical Specialties, PC132

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Arcis Healthcare Cash Balance Plan." https://myplanfacts.com/plan/462535418-005-arcis-healthcare-cash-balance-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 46-2535418, plan 005. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $375,000 for the plan year that ended 31 Dec 2025. Participants contributed $0 in total in that plan year.

What fees does the filing show?

The plan reported $17,974 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $94,811 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 3 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 15 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.