Compugroup Medical Systems 401(k) Plan (terminated 2021): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2021, when $16.9 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Compugroup Medical Systems 401(k) Plan Facts (plan year 2021)

Plan name
COMPUGROUP MEDICAL SYSTEMS
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COMPUGROUP MEDICAL SYSTEMS
Participants
356
Former employees with a balance
0
Employer contributions
$348,939 in plan year 2021 (20% of all contributions)
Recordkeeper
Usi Advisors, Inc
Plan year
Jan 1, 2021 – Nov 30, 2021
Plan established
Jul 1, 2001
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Nov 30, 2021), filed Nov 18, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $1.74 million went into the plan in contributions, $348,939 of it from the employer (20%).
  • $1.47 million was paid out to participants.
  • Investment and other income added $1.88 million.

How the Compugroup Medical Systems 401(k) changed, 2016–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2016361$8.24 million$307,121$321,858
2017367$9.72 million$311,069$1.30 million
2018351$9.81 million$290,596$486,295
2019375$12.3 million$308,111$1.12 million
2020368$14.7 million$337,756$1.11 million
2021 (final)356$0$348,939$1.47 million

Compugroup Medical Systems 401(k) Contact Information

Phone
602-277-6277
Mailing address
3838 NORTH CENTRAL AVENUE SUITE 2100, PHOENIX AZ 85012
Plan sponsor
COMPUGROUP MEDICAL SYSTEMS
Employer identification number (EIN)
32-0307150
Plan number
001

Questions about the Compugroup Medical Systems 401(k)

Is the Compugroup Medical Systems 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2021.

Does Compugroup Medical Systems contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $348,939, 20% of all contributions.

Does the Compugroup Medical Systems 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Compugroup Medical Systems 401(k) plan?

356 participants at the start of plan year 2021.

Who manages the Compugroup Medical Systems 401(k) accounts?

ADP Retirement Services (listed on the filing as USI ADVISORS, INC) is the plan's recordkeeper, which is where participants log in to see their balance.

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