2023 Form 5500 filing — Astera Health Employee Retirement 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 20241014104853NAL0014791667001) for Astera Health Employee Retirement Plan, reported by Astera Health under EIN 41-0713913 and plan number 003. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$42MReported net assets$42,003,619
Participants606
Provider compensation$118.2K2 Schedule C row(s)$118,228
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014104853NAL0014791667001
- Plan sponsor
- Astera Health
- EIN
- 41-0713913
- Plan number
- 003
- Location
- Wadena, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$42M total assets
Net assets$42MLiabilities$0
Full reported line items
- Total assets (EOY)
- $42,003,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,003,619
- Employer contributions
- $582,564
- Participant contributions
- $2,220,979
- Total income / additions
- $8,948,207
- Benefits paid
- $6,180,801
- Administrative expenses
- $118,258
- Total expenses
- $6,323,663
- Net increase / (decrease)
- $2,624,544
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $59,324 | $0 |
| Empower Advisory Group, LLC | NONE | $58,904 | not reported in the loaded dataset |