Aa Healthcare Management 401(K) Retirement Plan — Form 5500 plan (Aa Healthcare Management LLC)
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, Aa Healthcare Management 401(K) Retirement Plan is a benefit plan reported by Aa Healthcare Management LLC under EIN 26-2540458 and plan number 001. The latest loaded filing year is 2023. The filing reports 936 participants and $3,652,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aa Healthcare Management LLC
- EIN
- 26-2540458
- Plan number
- 001
- Plan type
- 2
- Location
- Skokie, IL
- Latest filing year
- 2023
- Participants
- 936
- End-of-year plan assets
- $3,652,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 936 | H, C | 20251027084828NAL0014871922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,652,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,652,767
- Net assets (BOY)
- $2,663,364
Income & contributions
- Employer contributions
- $281,325
- Participant contributions
- $627,059
- Total contributions
- $926,558
- Total income / additions
- $1,418,086
Expenses & distributions
- Benefits paid
- $405,937
- Administrative expenses
- $22,746
- Total expenses
- $428,683
- Net increase / (decrease)
- $989,403
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,745 | $0 | 2023 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $9,622 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |