Civic Intelligence

Northern Shared Medical Services Inc.

Plan context: Shared Medical Services Employee Stock Ownership Plan

EIN 41-1388075 • 66 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

569

2024 Assets

$163,487,665

2024 Contributions

$5,507,604

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$163,487,665$81,743,833$0199920122024YearValue
$163,487,665Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5692850199920122024YearValue
569Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243569$163,487,665$5,507,604$9,679iApproximate average salary by contribution assumption: employee only about $241,986 at 4% or $161,324 at 6%; with 50% employer match about $161,324 at 4% or $107,549 at 6%; with 100% employer match about $120,993 at 4% or $80,662 at 6%.
Shared Medical Services Employee Stock Ownership Plan-325$114,345,089$2,276,800$7,006iApproximate average salary by contribution assumption: employee only about $175,138 at 4% or $116,759 at 6%; with 50% employer match about $116,759 at 4% or $77,839 at 6%; with 100% employer match about $87,569 at 4% or $58,379 at 6%.
Sms Retirement Savings Plan-569$49,142,576$3,230,804$5,678iApproximate average salary by contribution assumption: employee only about $141,951 at 4% or $94,634 at 6%; with 50% employer match about $94,634 at 4% or $63,089 at 6%; with 100% employer match about $70,975 at 4% or $47,317 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-377---
20233485$131,166,301$4,574,084$9,431iApproximate average salary by contribution assumption: employee only about $235,778 at 4% or $157,185 at 6%; with 50% employer match about $157,185 at 4% or $104,790 at 6%; with 100% employer match about $117,889 at 4% or $78,593 at 6%.
Shared Medical Services Employee Stock Ownership Plan-338$85,681,598$2,276,800$6,736iApproximate average salary by contribution assumption: employee only about $168,402 at 4% or $112,268 at 6%; with 50% employer match about $112,268 at 4% or $74,845 at 6%; with 100% employer match about $84,201 at 4% or $56,134 at 6%.
Sms Retirement Savings Plan-485$45,484,703$2,297,284$4,737iApproximate average salary by contribution assumption: employee only about $118,417 at 4% or $78,944 at 6%; with 50% employer match about $78,944 at 4% or $52,630 at 6%; with 100% employer match about $59,208 at 4% or $39,472 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-370---
20223442$110,763,292$4,514,864$10,215iApproximate average salary by contribution assumption: employee only about $255,366 at 4% or $170,244 at 6%; with 50% employer match about $170,244 at 4% or $113,496 at 6%; with 100% employer match about $127,683 at 4% or $85,122 at 6%.
Shared Medical Services Employee Stock Ownership Plan-275$70,958,059$2,276,800$8,279iApproximate average salary by contribution assumption: employee only about $206,982 at 4% or $137,988 at 6%; with 50% employer match about $137,988 at 4% or $91,992 at 6%; with 100% employer match about $103,491 at 4% or $68,994 at 6%.
Sms Retirement Savings Plan-442$39,805,233$2,238,064$5,063iApproximate average salary by contribution assumption: employee only about $126,587 at 4% or $84,392 at 6%; with 50% employer match about $84,392 at 4% or $56,261 at 6%; with 100% employer match about $63,294 at 4% or $42,196 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-330---
20213383$113,486,532$4,250,373$11,098iApproximate average salary by contribution assumption: employee only about $277,439 at 4% or $184,960 at 6%; with 50% employer match about $184,960 at 4% or $123,306 at 6%; with 100% employer match about $138,720 at 4% or $92,480 at 6%.
Shared Medical Services Employee Stock Ownership Plan-265$63,956,971$2,276,800$8,592iApproximate average salary by contribution assumption: employee only about $214,792 at 4% or $143,195 at 6%; with 50% employer match about $143,195 at 4% or $95,463 at 6%; with 100% employer match about $107,396 at 4% or $71,597 at 6%.
Sms Retirement Savings Plan-383$49,529,561$1,973,573$5,153iApproximate average salary by contribution assumption: employee only about $128,823 at 4% or $85,882 at 6%; with 50% employer match about $85,882 at 4% or $57,255 at 6%; with 100% employer match about $64,412 at 4% or $42,941 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-268---
20203367$95,199,443$4,038,985$11,005iApproximate average salary by contribution assumption: employee only about $275,135 at 4% or $183,423 at 6%; with 50% employer match about $183,423 at 4% or $122,282 at 6%; with 100% employer match about $137,568 at 4% or $91,712 at 6%.
Shared Medical Services Employee Stock Ownership Plan-286$52,997,561$2,276,800$7,961iApproximate average salary by contribution assumption: employee only about $199,021 at 4% or $132,681 at 6%; with 50% employer match about $132,681 at 4% or $88,454 at 6%; with 100% employer match about $99,510 at 4% or $66,340 at 6%.
Sms Retirement Savings Plan-367$42,201,882$1,762,185$4,802iApproximate average salary by contribution assumption: employee only about $120,040 at 4% or $80,027 at 6%; with 50% employer match about $80,027 at 4% or $53,351 at 6%; with 100% employer match about $60,020 at 4% or $40,013 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-280---
20193371$81,885,078$3,793,300$10,225iApproximate average salary by contribution assumption: employee only about $255,613 at 4% or $170,409 at 6%; with 50% employer match about $170,409 at 4% or $113,606 at 6%; with 100% employer match about $127,807 at 4% or $85,204 at 6%.
Shared Medical Services Employee Stock Ownership Plan-258$43,314,334$2,276,800$8,825iApproximate average salary by contribution assumption: employee only about $220,620 at 4% or $147,080 at 6%; with 50% employer match about $147,080 at 4% or $98,053 at 6%; with 100% employer match about $110,310 at 4% or $73,540 at 6%.
Sms Retirement Savings Plan-371$38,570,744$1,516,500$4,088iApproximate average salary by contribution assumption: employee only about $102,190 at 4% or $68,127 at 6%; with 50% employer match about $68,127 at 4% or $45,418 at 6%; with 100% employer match about $51,095 at 4% or $34,063 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-286---
20183353$70,173,357$3,658,002$10,363iApproximate average salary by contribution assumption: employee only about $259,065 at 4% or $172,710 at 6%; with 50% employer match about $172,710 at 4% or $115,140 at 6%; with 100% employer match about $129,533 at 4% or $86,355 at 6%.
Shared Medical Services Employee Stock Ownership Plan-263$39,469,636$2,276,800$8,657iApproximate average salary by contribution assumption: employee only about $216,426 at 4% or $144,284 at 6%; with 50% employer match about $144,284 at 4% or $96,189 at 6%; with 100% employer match about $108,213 at 4% or $72,142 at 6%.
Sms Retirement Savings Plan-353$30,703,721$1,381,202$3,913iApproximate average salary by contribution assumption: employee only about $97,819 at 4% or $65,213 at 6%; with 50% employer match about $65,213 at 4% or $43,475 at 6%; with 100% employer match about $48,909 at 4% or $32,606 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-304---
20173368$69,166,138$3,584,846$9,741iApproximate average salary by contribution assumption: employee only about $243,536 at 4% or $162,357 at 6%; with 50% employer match about $162,357 at 4% or $108,238 at 6%; with 100% employer match about $121,768 at 4% or $81,179 at 6%.
Shared Medical Services Employee Stock Ownership Plan-271$35,710,246$2,276,800$8,401iApproximate average salary by contribution assumption: employee only about $210,037 at 4% or $140,025 at 6%; with 50% employer match about $140,025 at 4% or $93,350 at 6%; with 100% employer match about $105,018 at 4% or $70,012 at 6%.
Sms Retirement Savings Plan-368$33,455,892$1,308,046$3,554iApproximate average salary by contribution assumption: employee only about $88,862 at 4% or $59,241 at 6%; with 50% employer match about $59,241 at 4% or $39,494 at 6%; with 100% employer match about $44,431 at 4% or $29,621 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-277---
20163398$55,499,326$3,773,463$9,481iApproximate average salary by contribution assumption: employee only about $237,027 at 4% or $158,018 at 6%; with 50% employer match about $158,018 at 4% or $105,345 at 6%; with 100% employer match about $118,513 at 4% or $79,009 at 6%.
Sms Retirement Savings Plan-398$27,843,604$1,496,663$3,760iApproximate average salary by contribution assumption: employee only about $94,011 at 4% or $62,674 at 6%; with 50% employer match about $62,674 at 4% or $41,783 at 6%; with 100% employer match about $47,006 at 4% or $31,337 at 6%.
Shared Medical Services Employee Stock Ownership Plan-281$27,655,722$2,276,800$8,102iApproximate average salary by contribution assumption: employee only about $202,562 at 4% or $135,042 at 6%; with 50% employer match about $135,042 at 4% or $90,028 at 6%; with 100% employer match about $101,281 at 4% or $67,521 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-284---
20153377$48,278,213$3,522,094$9,342iApproximate average salary by contribution assumption: employee only about $233,561 at 4% or $155,707 at 6%; with 50% employer match about $155,707 at 4% or $103,805 at 6%; with 100% employer match about $116,780 at 4% or $77,854 at 6%.
Sms Retirement Savings Plan-377$24,738,717$1,245,294$3,303iApproximate average salary by contribution assumption: employee only about $82,579 at 4% or $55,053 at 6%; with 50% employer match about $55,053 at 4% or $36,702 at 6%; with 100% employer match about $41,290 at 4% or $27,526 at 6%.
Shared Medical Services Employee Stock Ownership Plan-274$23,539,496$2,276,800$8,309iApproximate average salary by contribution assumption: employee only about $207,737 at 4% or $138,491 at 6%; with 50% employer match about $138,491 at 4% or $92,328 at 6%; with 100% employer match about $103,869 at 4% or $69,246 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-286---
20143386$45,635,331$3,580,254$9,275iApproximate average salary by contribution assumption: employee only about $231,882 at 4% or $154,588 at 6%; with 50% employer match about $154,588 at 4% or $103,059 at 6%; with 100% employer match about $115,941 at 4% or $77,294 at 6%.
Sms Retirement Savings Plan-386$25,444,438$1,303,454$3,377iApproximate average salary by contribution assumption: employee only about $84,421 at 4% or $56,280 at 6%; with 50% employer match about $56,280 at 4% or $37,520 at 6%; with 100% employer match about $42,210 at 4% or $28,140 at 6%.
Shared Medical Services Employee Stock Ownership Plan-273$20,190,893$2,276,800$8,340iApproximate average salary by contribution assumption: employee only about $208,498 at 4% or $138,999 at 6%; with 50% employer match about $138,999 at 4% or $92,666 at 6%; with 100% employer match about $104,249 at 4% or $69,499 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-297---
20133374$40,198,248$3,527,376$9,431iApproximate average salary by contribution assumption: employee only about $235,787 at 4% or $157,191 at 6%; with 50% employer match about $157,191 at 4% or $104,794 at 6%; with 100% employer match about $117,894 at 4% or $78,596 at 6%.
Sms Retirement Savings Plan-374$24,234,417$1,250,576$3,344iApproximate average salary by contribution assumption: employee only about $83,595 at 4% or $55,730 at 6%; with 50% employer match about $55,730 at 4% or $37,153 at 6%; with 100% employer match about $41,797 at 4% or $27,865 at 6%.
Shared Medical Services Employee Stock Ownership Plan-270$15,963,831$2,276,800$8,433iApproximate average salary by contribution assumption: employee only about $210,815 at 4% or $140,543 at 6%; with 50% employer match about $140,543 at 4% or $93,695 at 6%; with 100% employer match about $105,407 at 4% or $70,272 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-301---
20123522$33,938,333$3,521,991$6,747iApproximate average salary by contribution assumption: employee only about $168,678 at 4% or $112,452 at 6%; with 50% employer match about $112,452 at 4% or $74,968 at 6%; with 100% employer match about $84,339 at 4% or $56,226 at 6%.
Sms Retirement Savings Plan-393$19,860,558$1,245,191$3,168iApproximate average salary by contribution assumption: employee only about $79,211 at 4% or $52,807 at 6%; with 50% employer match about $52,807 at 4% or $35,205 at 6%; with 100% employer match about $39,605 at 4% or $26,404 at 6%.
Shared Medical Services Employee Stock Ownership Plan-269$14,077,775$2,276,800$8,464iApproximate average salary by contribution assumption: employee only about $211,599 at 4% or $141,066 at 6%; with 50% employer match about $141,066 at 4% or $94,044 at 6%; with 100% employer match about $105,799 at 4% or $70,533 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-522---
20113377$21,314,734$5,983,950$15,873iApproximate average salary by contribution assumption: employee only about $396,814 at 4% or $264,542 at 6%; with 50% employer match about $264,542 at 4% or $176,362 at 6%; with 100% employer match about $198,407 at 4% or $132,271 at 6%.
Sms Retirement Savings Plan-377$17,324,734$1,993,950$5,289iApproximate average salary by contribution assumption: employee only about $132,225 at 4% or $88,150 at 6%; with 50% employer match about $88,150 at 4% or $58,767 at 6%; with 100% employer match about $66,112 at 4% or $44,075 at 6%.
Shared Medical Services Employee Stock Ownership Plan-253$3,990,000$3,990,000$15,771iApproximate average salary by contribution assumption: employee only about $394,269 at 4% or $262,846 at 6%; with 50% employer match about $262,846 at 4% or $175,231 at 6%; with 100% employer match about $197,134 at 4% or $131,423 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-245---
20102288$16,845,998$1,672,063$5,806iApproximate average salary by contribution assumption: employee only about $145,144 at 4% or $96,763 at 6%; with 50% employer match about $96,763 at 4% or $64,509 at 6%; with 100% employer match about $72,572 at 4% or $48,381 at 6%.
Sms Retirement Savings Plan-261$16,845,998$1,672,063$6,406iApproximate average salary by contribution assumption: employee only about $160,159 at 4% or $106,773 at 6%; with 50% employer match about $106,773 at 4% or $71,182 at 6%; with 100% employer match about $80,080 at 4% or $53,386 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-288---
20092239$13,289,480$1,699,691$7,112iApproximate average salary by contribution assumption: employee only about $177,792 at 4% or $118,528 at 6%; with 50% employer match about $118,528 at 4% or $79,019 at 6%; with 100% employer match about $88,896 at 4% or $59,264 at 6%.
Sms Retirement Savings Plan-238$13,289,480$1,699,691$7,142iApproximate average salary by contribution assumption: employee only about $178,539 at 4% or $119,026 at 6%; with 50% employer match about $119,026 at 4% or $79,351 at 6%; with 100% employer match about $89,269 at 4% or $59,513 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-239---
20082281$9,012,176$1,681,694$5,985iApproximate average salary by contribution assumption: employee only about $149,617 at 4% or $99,745 at 6%; with 50% employer match about $99,745 at 4% or $66,496 at 6%; with 100% employer match about $74,808 at 4% or $49,872 at 6%.
Sms Retirement Savings Plan-255$9,012,176$1,681,694$6,595iApproximate average salary by contribution assumption: employee only about $164,872 at 4% or $109,915 at 6%; with 50% employer match about $109,915 at 4% or $73,276 at 6%; with 100% employer match about $82,436 at 4% or $54,957 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-281---
20072291$12,882,592$1,624,864$5,584iApproximate average salary by contribution assumption: employee only about $139,593 at 4% or $93,062 at 6%; with 50% employer match about $93,062 at 4% or $62,041 at 6%; with 100% employer match about $69,797 at 4% or $46,531 at 6%.
Sms Retirement Savings Plan-240$12,882,592$1,624,864$6,770iApproximate average salary by contribution assumption: employee only about $169,257 at 4% or $112,838 at 6%; with 50% employer match about $112,838 at 4% or $75,225 at 6%; with 100% employer match about $84,628 at 4% or $56,419 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-291---
20062370$10,980,486$1,512,909$4,089iApproximate average salary by contribution assumption: employee only about $102,224 at 4% or $68,149 at 6%; with 50% employer match about $68,149 at 4% or $45,433 at 6%; with 100% employer match about $51,112 at 4% or $34,075 at 6%.
Sms Retirement Savings Plan-370$10,980,486$1,512,909$4,089iApproximate average salary by contribution assumption: employee only about $102,224 at 4% or $68,149 at 6%; with 50% employer match about $68,149 at 4% or $45,433 at 6%; with 100% employer match about $51,112 at 4% or $34,075 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-273---
20052269$9,092,638$1,560,418$5,801iApproximate average salary by contribution assumption: employee only about $145,020 at 4% or $96,680 at 6%; with 50% employer match about $96,680 at 4% or $64,453 at 6%; with 100% employer match about $72,510 at 4% or $48,340 at 6%.
Sms Retirement Savings Plan-230$9,092,638$1,560,418$6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,805 at 4% or $56,537 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-269---
20042281$7,441,472$1,420,172$5,054iApproximate average salary by contribution assumption: employee only about $126,350 at 4% or $84,233 at 6%; with 50% employer match about $84,233 at 4% or $56,155 at 6%; with 100% employer match about $63,175 at 4% or $42,117 at 6%.
Sms Retirement Savings Plan-281$7,441,472$1,420,172$5,054iApproximate average salary by contribution assumption: employee only about $126,350 at 4% or $84,233 at 6%; with 50% employer match about $84,233 at 4% or $56,155 at 6%; with 100% employer match about $63,175 at 4% or $42,117 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-250---
20032266$5,739,349$1,262,954$4,748iApproximate average salary by contribution assumption: employee only about $118,699 at 4% or $79,132 at 6%; with 50% employer match about $79,132 at 4% or $52,755 at 6%; with 100% employer match about $59,349 at 4% or $39,566 at 6%.
Sms Retirement Savings Plan-266$5,739,349$1,262,954$4,748iApproximate average salary by contribution assumption: employee only about $118,699 at 4% or $79,132 at 6%; with 50% employer match about $79,132 at 4% or $52,755 at 6%; with 100% employer match about $59,349 at 4% or $39,566 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-255---
20022211$3,622,858$1,119,216$5,304iApproximate average salary by contribution assumption: employee only about $132,609 at 4% or $88,406 at 6%; with 50% employer match about $88,406 at 4% or $58,937 at 6%; with 100% employer match about $66,304 at 4% or $44,203 at 6%.
Sms Retirement Savings Plan-168$3,622,858$1,119,216$6,662iApproximate average salary by contribution assumption: employee only about $166,550 at 4% or $111,033 at 6%; with 50% employer match about $111,033 at 4% or $74,022 at 6%; with 100% employer match about $83,275 at 4% or $55,517 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-211---
20012199$3,194,163$990,376$4,977iApproximate average salary by contribution assumption: employee only about $124,419 at 4% or $82,946 at 6%; with 50% employer match about $82,946 at 4% or $55,297 at 6%; with 100% employer match about $62,210 at 4% or $41,473 at 6%.
Sms Retirement Savings Plan-159$3,194,163$990,376$6,229iApproximate average salary by contribution assumption: employee only about $155,719 at 4% or $103,813 at 6%; with 50% employer match about $103,813 at 4% or $69,209 at 6%; with 100% employer match about $77,860 at 4% or $51,906 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-199---
20002194$2,955,699$834,505$4,302iApproximate average salary by contribution assumption: employee only about $107,539 at 4% or $71,693 at 6%; with 50% employer match about $71,693 at 4% or $47,795 at 6%; with 100% employer match about $53,770 at 4% or $35,846 at 6%.
Sms Retirement Savings Plan-140$2,955,699$834,505$5,961iApproximate average salary by contribution assumption: employee only about $149,019 at 4% or $99,346 at 6%; with 50% employer match about $99,346 at 4% or $66,231 at 6%; with 100% employer match about $74,509 at 4% or $49,673 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-194---
19992169$2,236,680$636,311$3,765iApproximate average salary by contribution assumption: employee only about $94,129 at 4% or $62,753 at 6%; with 50% employer match about $62,753 at 4% or $41,835 at 6%; with 100% employer match about $47,064 at 4% or $31,376 at 6%.
Sms Retirement Savings Plan-142$2,236,680$636,311$4,481iApproximate average salary by contribution assumption: employee only about $112,027 at 4% or $74,684 at 6%; with 50% employer match about $74,684 at 4% or $49,790 at 6%; with 100% employer match about $56,013 at 4% or $37,342 at 6%.
Northern Shared Medical Services Health, Life and Disability Plan-169---