2023 Form 5500 filing — Alphatec Spine, Inc. 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 20241015151821NAL0048619248001) for Alphatec Spine, Inc. 401(K) Plan, reported by Alphatec Spine, Inc. under EIN 33-0412288 and plan number 001. It reports 711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151821NAL0048619248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alphatec Spine, Inc.
- EIN
- 33-0412288
- Plan number
- 001
- Location
- Carlsbad, CA
- Participants
- 711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,161,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,161,752
- Employer contributions
- $1,917,760
- Participant contributions
- $5,326,083
- Total income / additions
- $18,632,468
- Benefits paid
- $2,671,156
- Administrative expenses
- $161,211
- Total expenses
- $2,832,367
- Net increase / (decrease)
- $15,800,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marsh Mclennan Securities | RIA | $49,372 | not reported in the loaded dataset |
| San Diego Pension Consultants | TPA | $29,328 | not reported in the loaded dataset |
| Merrill Lynch | RIA | $14,520 | not reported in the loaded dataset |
| John Hancock Life Insurance | RECORDKEEPER | $1,058 | $0 |