Hma Group Holdings, LLC 401(K) Plan — Form 5500 plan (Hma Group Holdings, 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, Hma Group Holdings, LLC 401(K) Plan is a benefit plan reported by Hma Group Holdings, LLC under EIN 42-0985055 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,221 participants and $210,313,795 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$210.3MPlan net assets, end of year$210,313,795
Participants1.2KCovered participants reported1,221
Assets / participant$172.2KComputed: assets ÷ participants$172,247 (computed)
Provider compensation$502K2 Schedule C provider row(s)$502,022
- Plan sponsor
- Hma Group Holdings, LLC
- EIN
- 42-0985055
- Plan number
- 001
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,221 | H, C | 20240722121931NAL0005818227001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$210.3M total assets
Net assets$210.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $210,313,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,313,795
- Net assets (BOY)
- $175,952,368
Income & contributions
- Employer contributions
- $6,156,306
- Participant contributions
- $10,992,351
- Total contributions
- $19,661,059
- Total income / additions
- $48,516,120
Expenses & distributions
- Benefits paid
- $13,810,849
- Administrative expenses
- $321,095
- Total expenses
- $14,154,693
- Net increase / (decrease)
- $34,361,427
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $321,095 | $0 | 2023 |
| Captrust Financial Group | INVESTMENT ADVISORY | $0 | $180,927 | 2023 |