2023 Form 5500 filing — Privia 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 20241015100222NAL0016105731001) for Privia Retirement Plan, reported by Privia Health LLC under EIN 26-1385077 and plan number 001. It reports 7,138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100222NAL0016105731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Privia Health LLC
- EIN
- 26-1385077
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 7,138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $392,001,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $392,001,713
- Employer contributions
- $28,498,310
- Participant contributions
- $24,667,160
- Total income / additions
- $117,405,478
- Benefits paid
- $19,146,916
- Administrative expenses
- $1,102,767
- Total expenses
- $20,305,241
- Net increase / (decrease)
- $97,100,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Pensions, Inc. | CONTRACT ADMIN | $576,600 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $575,057 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $382,708 | $0 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $163,914 | not reported in the loaded dataset |