Astera Health Employee Retirement Plan — Form 5500 plan (Astera Health)
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, Astera Health Employee Retirement Plan is a benefit plan reported by Astera Health under EIN 41-0713913 and plan number 003. The latest loaded filing year is 2023. The filing reports 606 participants and $42,003,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Astera Health
- EIN
- 41-0713913
- Plan number
- 003
- Plan type
- 2
- Location
- Wadena, MN
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $42,003,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20241014104853NAL0014791667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,003,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,003,619
- Net assets (BOY)
- $39,379,075
Income & contributions
- Employer contributions
- $582,564
- Participant contributions
- $2,220,979
- Total contributions
- $3,015,534
- Total income / additions
- $8,948,207
Expenses & distributions
- Benefits paid
- $6,180,801
- Administrative expenses
- $118,258
- Total expenses
- $6,323,663
- Net increase / (decrease)
- $2,624,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $59,324 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $58,904 | not reported in the loaded dataset | 2023 |