2023 Form 5500 filing — Aurora Behavioral Health Savings & 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 20241015180804NAL0049276272001) for Aurora Behavioral Health Savings & Retirement Plan, reported by Signature Healthcare Services, LLC under EIN 38-3544746 and plan number 001. It reports 7,412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180804NAL0049276272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Signature Healthcare Services, LLC
- EIN
- 38-3544746
- Plan number
- 001
- Location
- Corona, CA
- Participants
- 7,412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,627,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,627,611
- Employer contributions
- -$43
- Participant contributions
- $10,208,243
- Total income / additions
- $18,691,603
- Benefits paid
- $7,098,315
- Administrative expenses
- $540,880
- Total expenses
- $7,706,948
- Net increase / (decrease)
- $10,984,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $344,663 | $0 |
| Raymond James | INVESTMENT ADVISOR | $71,925 | not reported in the loaded dataset |
| Raymond James Financial Services | BROKER/ADVISER | $0 | $20,557 |
| Walter Boesky & Associates Pc | AUDITOR | $15,200 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,631 | not reported in the loaded dataset |