Plan5500

Apple Health Care, Inc. 401(K) Security Express — Form 5500 plan (Apple Health Care, 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, Apple Health Care, Inc. 401(K) Security Express is a benefit plan reported by Apple Health Care, Inc. under EIN 06-1174705 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,101 participants and $77,190,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Apple Health Care, Inc.
EIN
06-1174705
Plan number
001
Plan type
2
Location
Avon, CT
Latest filing year
2023
Participants
4,101
End-of-year plan assets
$77,190,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,101H, C20241015130609NAL0049528160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,190,234
Total liabilities (EOY)
$0
Net assets (EOY)
$77,190,234
Net assets (BOY)
$63,815,331

Income & contributions

Employer contributions
$2,415,222
Participant contributions
$6,757,040
Total contributions
$9,189,232
Total income / additions
$20,678,307

Expenses & distributions

Benefits paid
$7,099,763
Administrative expenses
$101,059
Total expenses
$7,303,404
Net increase / (decrease)
$13,374,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$91,000$02023
Lpl Financial CorporationSERVICE PROVIDER$0$50,0002023
Clifton Larson Allen LlpSERVICE PROVIDER$10,059not reported in the loaded dataset2023

Related Form 5500 pages