Allegiance Mobile Health 401(K) Plan — Form 5500 plan (Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health)
Plain-English plan 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, Allegiance Mobile Health 401(K) Plan is a benefit plan reported by Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health under EIN 01-0915530 and plan number 001. The latest loaded filing year is 2023. The filing reports 996 participants and $6,245,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health
- EIN
- 01-0915530
- Plan number
- 001
- Plan type
- 2
- Location
- Corpus Christi, TX
- Latest filing year
- 2023
- Participants
- 996
- End-of-year plan assets
- $6,245,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 996 | H, C | 20241001134110NAL0013867842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,245,720
- Net assets (EOY)
- $6,245,720
- Net assets (BOY)
- $5,316,132
Income & contributions
- Employer contributions
- $5
- Participant contributions
- $1,720,430
- Total contributions
- $1,726,550
- Total income / additions
- $2,775,791
Expenses & distributions
- Benefits paid
- $1,711,175
- Administrative expenses
- $135,028
- Total expenses
- $1,846,203
- Net increase / (decrease)
- $929,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $78,726 | $0 | 2023 |
| Alliant Insurance Services Inc | INVESTMENT ADVISOR | $26,590 | $0 | 2023 |
| Administrative Fiduciary Services | OTHER | $22,333 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bluebird Medical Enterprises, LLC Dba Allegiance Mobile Health
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Corpus Christi, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Alliant Insurance Services Inc — Schedule C compensation
- Administrative Fiduciary Services — Schedule C compensation