Plan5500

2023 Form 5500 filing — Allergy Partners Management LLC 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 20260106094611NAL0007682016001) for Allergy Partners Management LLC Retirement Savings Plan, reported by Allergy Partners, Pllc under EIN 56-1249571 and plan number 001. It reports 1,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20260106094611NAL0007682016001
Filing year
2023
Form type
2
Plan sponsor
Allergy Partners, Pllc
EIN
56-1249571
Plan number
001
Location
Skyland, NC
Participants
1,238
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$119,810,899
Total liabilities (EOY)
$0
Net assets (EOY)
$119,810,899
Employer contributions
$8,188,882
Participant contributions
$4,110,939
Total income / additions
$30,584,384
Benefits paid
$6,192,128
Administrative expenses
$146,850
Total expenses
$6,338,978
Net increase / (decrease)
$24,245,406
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$90,395$0
Onedigital InvestmentsINVESTMENT ADVISORY$25,500not reported in the loaded dataset
Onedigital InvestmentsINVESTMENT ADVISORY$8,500not reported in the loaded dataset
Cambridge Investment ResearchINV ADV, PARTICIPANTS$7,517not reported in the loaded dataset
Crawford Investment Counsel InINV ADV, PARTICIPANTS$7,425not reported in the loaded dataset
Wealth Care CapitalINVESTMENT ADVISORY$6,647not reported in the loaded dataset

Related Form 5500 pages