2023 Form 5500 filing — Tax Deferred Annuity Plan Of Community Health Alliance
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 20240927121803NAL0001056451001) for Tax Deferred Annuity Plan Of Community Health Alliance, reported by Community Health Alliance under EIN 88-0293149 and plan number 002. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927121803NAL0001056451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Health Alliance
- EIN
- 88-0293149
- Plan number
- 002
- Location
- Reno, NV
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,295,948
- Total liabilities (EOY)
- $676
- Net assets (EOY)
- $4,295,272
- Participant contributions
- $712,786
- Total income / additions
- $1,436,933
- Benefits paid
- $871,023
- Administrative expenses
- $47,299
- Total expenses
- $918,322
- Net increase / (decrease)
- $518,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $25,549 | not reported in the loaded dataset |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $13,172 | not reported in the loaded dataset |
| Associated Pension Consultants | CONTRACT ADMIN | $11,191 | $0 |