2023 Form 5500 filing — Presbyterian Health Plan 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 20240708082627NAL0018904464001) for Presbyterian Health Plan 401(K) Plan, reported by Presbyterian Health Plan, Inc. under EIN 94-3037165 and plan number 001. It reports 2,872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708082627NAL0018904464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Health Plan, Inc.
- EIN
- 94-3037165
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 2,872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,718,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,718,743
- Employer contributions
- $6,434,572
- Participant contributions
- $8,462,826
- Total income / additions
- $40,315,654
- Benefits paid
- $10,392,905
- Administrative expenses
- $147,388
- Total expenses
- $10,593,530
- Net increase / (decrease)
- $29,722,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $126,915 | $0 |
| Redw | AUDITOR | $20,473 | not reported in the loaded dataset |