2023 Form 5500 filing — Accord Health Service, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708072700NAL0007135059001) for Accord Health Service, Inc. 401(K) Plan, reported by Accord Health Service, Inc. under EIN 23-2172139 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708072700NAL0007135059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accord Health Service, Inc.
- EIN
- 23-2172139
- Plan number
- 001
- Location
- Norristown, PA
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,962,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,962,579
- Employer contributions
- $58,745
- Participant contributions
- $225,523
- Total income / additions
- $1,666,919
- Benefits paid
- $1,076,864
- Administrative expenses
- $35,283
- Total expenses
- $1,112,147
- Net increase / (decrease)
- $554,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $12,528 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $11,601 | $0 |
| Raymond James And Associates | INVESTMENT ADV.-PLAN | $8,141 | not reported in the loaded dataset |
| Transamerica Life Insurance | RECORD KEEPER | $2,372 | $0 |
| Mesirow Financial, Inc | INVESTMENT ADV-PLAN | $642 | not reported in the loaded dataset |