Plan5500

Aspirus, Inc. Frozen 401(A) Plan — Form 5500 plan (Aspirus, 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, Aspirus, Inc. Frozen 401(A) Plan is a benefit plan reported by Aspirus, Inc. under EIN 39-1328331 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,373 participants and $135,366,605 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aspirus, Inc.
EIN
39-1328331
Plan number
007
Plan type
2
Location
Wausau, WI
Latest filing year
2023
Participants
3,373
End-of-year plan assets
$135,366,605

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,373H, C20241001124730NAL0011577040001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$135,366,605
Total liabilities (EOY)
$0
Net assets (EOY)
$135,366,605
Net assets (BOY)
$132,532,670

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$19,971,488

Expenses & distributions

Benefits paid
$17,010,544
Administrative expenses
$127,009
Total expenses
$17,137,553
Net increase / (decrease)
$2,833,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MetlifeNONE$59,628not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$33,899$02023
Francis Investment CouncilNONE$33,482not reported in the loaded dataset2023

Related Form 5500 pages