2023 Form 5500 filing — Annuity Health Holdings LLC, 401(K) Retirement Savings 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 20240924122442NAL0012770433001) for Annuity Health Holdings LLC, 401(K) Retirement Savings Plan, reported by Annuity Health Holdings LLC under EIN 84-3803336 and plan number 003. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924122442NAL0012770433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Annuity Health Holdings LLC
- EIN
- 84-3803336
- Plan number
- 003
- Location
- Columbia, SC
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,031,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,031,288
- Participant contributions
- $459,855
- Total income / additions
- $1,115,388
- Benefits paid
- $220,429
- Administrative expenses
- $39,234
- Total expenses
- $259,663
- Net increase / (decrease)
- $855,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,107 | $0 |
| First Citizens Bank And Trust Compa | INVESTMENT ADVISORY | $12,127 | $234 |