2023 Form 5500 filing — Azria 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 20241015125349NAL0057694722001) for Azria Health 401(K) Plan, reported by Azria Health under EIN 81-3162505 and plan number 003. It reports 1,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125349NAL0057694722001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Azria Health
- EIN
- 81-3162505
- Plan number
- 003
- Location
- Gretna, NE
- Participants
- 1,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,492,246
- Total liabilities (EOY)
- $22,982
- Net assets (EOY)
- $4,469,264
- Employer contributions
- $127,811
- Participant contributions
- $574,834
- Total income / additions
- $1,600,566
- Benefits paid
- $1,000,659
- Administrative expenses
- $64,277
- Total expenses
- $1,064,936
- Net increase / (decrease)
- $535,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | INVEST ADVISOR | $27,309 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $26,110 | $0 |
| James Moyna, Cpa | AUDITOR | $11,500 | not reported in the loaded dataset |
| Marquis Pension LLC | TPA | $0 | $5,461 |