2023 Form 5500 filing — Agiliti Health Inc. Employees' Pension 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 20241008095153NAL0009520403001) for Agiliti Health Inc. Employees' Pension Plan, reported by Agiliti Health, Inc. under EIN 41-0760940 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008095153NAL0009520403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agiliti Health, Inc.
- EIN
- 41-0760940
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,598,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,598,085
- Total income / additions
- $3,182,749
- Benefits paid
- $1,503,860
- Administrative expenses
- $277,247
- Total expenses
- $1,781,107
- Net increase / (decrease)
- $1,401,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc | NONE | $33,356 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $18,666 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $18,009 | not reported in the loaded dataset |