2023 Form 5500 filing — Hba Health Systems, 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 20241014171555NAL0015351283001) for Hba Health Systems, LLC 401(K) Retirement Savings Plan, reported by Hba Health Systems, LLC under EIN 65-1033991 and plan number 001. It reports 1,323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171555NAL0015351283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hba Health Systems, LLC
- EIN
- 65-1033991
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 1,323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,258,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,258,912
- Employer contributions
- $311,003
- Participant contributions
- $2,620,087
- Total income / additions
- $8,866,840
- Benefits paid
- $3,093,038
- Administrative expenses
- $63,691
- Total expenses
- $3,178,317
- Net increase / (decrease)
- $5,688,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $50,981 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $32,493 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,710 | not reported in the loaded dataset |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $9,358 |