2023 Form 5500 filing — Healthnet Aeromedical Services 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 20240920081117NAL0007179729001) for Healthnet Aeromedical Services 401(K) Plan, reported by Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services under EIN 55-0681969 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920081117NAL0007179729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services
- EIN
- 55-0681969
- Plan number
- 001
- Location
- Charleston, WV
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,640,854
- Total liabilities (EOY)
- $9,878
- Net assets (EOY)
- $6,630,976
- Employer contributions
- $256,557
- Participant contributions
- $714,201
- Total income / additions
- $1,986,528
- Benefits paid
- $430,515
- Administrative expenses
- $32,152
- Total expenses
- $473,447
- Net increase / (decrease)
- $1,513,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axxcess Wealth Management LLC | INVESTMENT ADVISOR | $19,298 | not reported in the loaded dataset |
| M2b Retirement Consulting, LLC | TPA | $2,215 | $2,709 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,511 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,470 | $0 |