2023 Form 5500 filing — Atrio Health Plans, Inc. Employee 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 20250403182656NAL0017641616001) for Atrio Health Plans, Inc. Employee Savings Plan, reported by Atrio Health Plans, Inc. under EIN 43-2071108 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$5,993,656
Participants152
Provider compensation$20.7K2 Schedule C row(s)$20,661
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250403182656NAL0017641616001
Plan sponsor
Atrio Health Plans, Inc.
EIN
43-2071108
Plan number
001
Location
Salem, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$1.2K
Money in vs. money out
Total income / additions$2.6M
Total expenses$232K
Benefits paid / distributions$187.6K
Contributions
Employer$443.1K
Participant$917K
Full reported line items
Total assets (EOY)
$5,994,827
Total liabilities (EOY)
$1,171
Net assets (EOY)
$5,993,656
Employer contributions
$443,064
Participant contributions
$917,008
Total income / additions
$2,601,488
Benefits paid
$187,617
Administrative expenses
$44,350
Total expenses
$231,967
Net increase / (decrease)
$2,369,521
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $18.8K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $1.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250403182656NAL0017641616001 cover?
It is the 2023 Form 5500 filing for Atrio Health Plans, Inc. Employee Savings Plan, reported by Atrio Health Plans, Inc. (EIN 43-2071108).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages