2023 Form 5500 filing — Allegiance Mobile Health 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 20241001134110NAL0013867842001) for Allegiance Mobile Health 401(K) Plan, reported by Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health under EIN 01-0915530 and plan number 001. It reports 996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001134110NAL0013867842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health
- EIN
- 01-0915530
- Plan number
- 001
- Location
- Corpus Christi, TX
- Participants
- 996
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,245,720
- Net assets (EOY)
- $6,245,720
- Employer contributions
- $5
- Participant contributions
- $1,720,430
- Total income / additions
- $2,775,791
- Benefits paid
- $1,711,175
- Administrative expenses
- $135,028
- Total expenses
- $1,846,203
- Net increase / (decrease)
- $929,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $78,726 | $0 |
| Alliant Insurance Services Inc | INVESTMENT ADVISOR | $26,590 | $0 |
| Administrative Fiduciary Services | OTHER | $22,333 | $0 |