Epic Healthcare Management, LLC 401(K) Plan — Form 5500 plan (Epic 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, Epic Healthcare Management, LLC 401(K) Plan is a benefit plan reported by Epic Healthcare Management, LLC under EIN 27-4757579 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,392 participants and $29,746,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epic Healthcare Management, LLC
EIN
27-4757579
Plan number
001
Plan type
3
Location
Croton-On-Hudson, NY
Latest filing year
2023
Participants
1,392
End-of-year plan assets
$29,746,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,392H, C20241014091730NAL0043958544003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,746,266
Total liabilities (EOY)
$5,122
Net assets (EOY)
$29,741,144
Net assets (BOY)
$23,885,247

Income & contributions

Employer contributions
$559,908
Participant contributions
$2,548,562
Total contributions
$3,837,800
Total income / additions
$7,620,385

Expenses & distributions

Benefits paid
$1,666,221
Administrative expenses
$94,528
Total expenses
$1,764,488
Net increase / (decrease)
$5,855,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TransamericafinanciallifeinsuranceRECORDKEEPER$75,402$02023
Intac Actuarial Services, Inc.RECORDKEEPER$19,127$02023

Related Form 5500 pages