2023 Form 5500 filing — Apella Health Management, Inc. Retirement Savings 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 20241023141550NAL0003888049001) for Apella Health Management, Inc. Retirement Savings Plan, reported by Apella Health Management, Inc. under EIN 81-4193950 and plan number 001. It reports 6,506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023141550NAL0003888049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apella Health Management, Inc.
- EIN
- 81-4193950
- Plan number
- 001
- Location
- Spartanburg, SC
- Participants
- 6,506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,555,983
- Total liabilities (EOY)
- $45
- Net assets (EOY)
- $126,555,938
- Employer contributions
- $9,424,841
- Participant contributions
- $21,955,990
- Total income / additions
- $51,372,517
- Benefits paid
- $11,619,308
- Administrative expenses
- $535,050
- Total expenses
- $12,190,198
- Net increase / (decrease)
- $39,182,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $473,516 | $0 |
| Sageview Advisory Group LLC | ADVISOR | $36,333 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $25,201 | not reported in the loaded dataset |