The Reliance Health Pension Plan — Form 5500 plan (Reliance Health, Inc.)
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, The Reliance Health Pension Plan is a benefit plan reported by Reliance Health, Inc. under EIN 06-1011343 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $6,381,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reliance Health, Inc.
- EIN
- 06-1011343
- Plan number
- 001
- Plan type
- 2
- Location
- Norwich, CT
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $6,381,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20240806102242NAL0003784464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,381,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,381,433
- Net assets (BOY)
- $5,058,702
Income & contributions
- Employer contributions
- $127,221
- Participant contributions
- $445,723
- Total contributions
- $581,370
- Total income / additions
- $1,649,089
Expenses & distributions
- Benefits paid
- $265,765
- Administrative expenses
- $60,103
- Total expenses
- $326,358
- Net increase / (decrease)
- $1,322,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,571 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $16,363 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,169 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reliance Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwich, CT
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation