Au Health Systems, Inc. 401(A) Retirement Savings Plan — Form 5500 plan (Au Health System, 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, Au Health Systems, Inc. 401(A) Retirement Savings Plan is a benefit plan reported by Au Health System, Inc. under EIN 27-2999718 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,542 participants and $120,333,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Au Health System, Inc.
EIN
27-2999718
Plan number
002
Plan type
2
Location
Augusta, GA
Latest filing year
2023
Participants
5,542
End-of-year plan assets
$120,333,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,542H, C20250430163750NAL0001451731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,333,733
Net assets (EOY)
$120,333,733
Net assets (BOY)
$114,513,847

Income & contributions

Total contributions
$16,020
Total income / additions
$14,835,853

Expenses & distributions

Benefits paid
$8,577,861
Administrative expenses
$146,947
Total expenses
$9,015,967
Net increase / (decrease)
$5,819,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$146,947$02023

Related Form 5500 pages