Provision Health Alliance 401(K) Plan — Form 5500 plan (Provision Health Partners, 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, Provision Health Alliance 401(K) Plan is a benefit plan reported by Provision Health Partners, LLC under EIN 41-2136525 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $16,745,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Provision Health Partners, LLC
- EIN
- 41-2136525
- Plan number
- 001
- Plan type
- 3
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $16,745,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241015125801NAL0016440147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,745,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,745,305
- Net assets (BOY)
- $15,447,416
Income & contributions
- Employer contributions
- $296,430
- Participant contributions
- $596,664
- Total contributions
- $905,497
- Total income / additions
- $3,515,877
Expenses & distributions
- Benefits paid
- $2,137,052
- Administrative expenses
- $80,936
- Total expenses
- $2,217,988
- Net increase / (decrease)
- $1,297,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,902 | $0 | 2023 |
| Patriot Investment Mgt. | INVESTMENT ADVISORY | $0 | $10,000 | 2023 |
| Tennessee Pension Administrators | OTHER SERVICES | $0 | $6,753 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Provision Health Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Principal Life Insurance Company — Schedule C compensation
- Patriot Investment Mgt. — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation