2023 Form 5500 filing — Altamed Health Services Corporation 403(B) 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 20241015164912NAL0030398177001) for Altamed Health Services Corporation 403(B) Plan, reported by Altamed Health Services Corporation under EIN 95-2810095 and plan number 001. It reports 3,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164912NAL0030398177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altamed Health Services Corporation
- EIN
- 95-2810095
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 3,466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,974,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,974,375
- Employer contributions
- $8,518,484
- Participant contributions
- $17,760,454
- Total income / additions
- $59,294,168
- Benefits paid
- $13,669,442
- Administrative expenses
- $410,916
- Total expenses
- $14,261,222
- Net increase / (decrease)
- $45,032,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $201,152 | $0 |
| Nfp Retirement Inc. | NONE | $190,336 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,522 | $0 |