Health Insurance Associates 401(K) Plan — Form 5500 plan (Health Insurance Associates 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, Health Insurance Associates 401(K) Plan is a benefit plan reported by Health Insurance Associates LLC under EIN 36-4816928 and plan number 001. The latest loaded filing year is 2023. The filing reports 654 participants and $3,056,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Insurance Associates LLC
- EIN
- 36-4816928
- Plan number
- 001
- Plan type
- 2
- Location
- Port Orange, FL
- Latest filing year
- 2023
- Participants
- 654
- End-of-year plan assets
- $3,056,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 654 | H, C | 20240911074044NAL0003512595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,056,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,056,520
- Net assets (BOY)
- $1,983,313
Income & contributions
- Employer contributions
- $645,772
- Participant contributions
- $783,638
- Total contributions
- $1,517,765
- Total income / additions
- $1,930,940
Expenses & distributions
- Benefits paid
- $788,070
- Administrative expenses
- $52,880
- Total expenses
- $857,733
- Net increase / (decrease)
- $1,073,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $48,100 | $0 | 2023 |