Accord Health Service, Inc. 401(K) Plan — Form 5500 plan (Accord Health Service, 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, Accord Health Service, Inc. 401(K) Plan is a benefit plan reported by Accord Health Service, Inc. under EIN 23-2172139 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $9,962,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Accord Health Service, Inc.
- EIN
- 23-2172139
- Plan number
- 001
- Plan type
- 2
- Location
- Norristown, PA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $9,962,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20240708072700NAL0007135059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,962,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,962,579
- Net assets (BOY)
- $9,407,807
Income & contributions
- Employer contributions
- $58,745
- Participant contributions
- $225,523
- Total contributions
- $284,268
- Total income / additions
- $1,666,919
Expenses & distributions
- Benefits paid
- $1,076,864
- Administrative expenses
- $35,283
- Total expenses
- $1,112,147
- Net increase / (decrease)
- $554,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $12,528 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $11,601 | $0 | 2023 |
| Raymond James And Associates | INVESTMENT ADV.-PLAN | $8,141 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance | RECORD KEEPER | $2,372 | $0 | 2023 |
| Mesirow Financial, Inc | INVESTMENT ADV-PLAN | $642 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Accord Health Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Norristown, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Raymond James And Associates — Schedule C compensation
- Transamerica Life Insurance — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation