Fhi 360 Employees' 403(B) Plan — Form 5500 plan (Family Health International)

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, Fhi 360 Employees' 403(B) Plan is a benefit plan reported by Family Health International under EIN 23-7413005 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,020 participants and $182,625,270 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Health International
EIN
23-7413005
Plan number
002
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
2,020
End-of-year plan assets
$182,625,270

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,020H, C20241008161056NAL0008559843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$182,625,270
Total liabilities (EOY)
$0
Net assets (EOY)
$182,625,270
Net assets (BOY)
$157,253,606

Income & contributions

Employer contributions
$0
Participant contributions
$11,568,366
Total contributions
$13,721,698
Total income / additions
$40,725,185

Expenses & distributions

Benefits paid
$15,189,436
Administrative expenses
$107,573
Total expenses
$15,353,521
Net increase / (decrease)
$25,371,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$93,198$02023
Creative Planning Hold Co LLCNONE$14,375not reported in the loaded dataset2023

Related Form 5500 pages