Accura Healthcare Management Services 401(K) Retirement Plan And Trust — Form 5500 plan (American Healthcare Management Services, LLC Dba Accura Healthcare)
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, Accura Healthcare Management Services 401(K) Retirement Plan And Trust is a benefit plan reported by American Healthcare Management Services, LLC Dba Accura Healthcare under EIN 46-0506426 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,018 participants and $6,067,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Healthcare Management Services, LLC Dba Accura Healthcare
- EIN
- 46-0506426
- Plan number
- 001
- Plan type
- 2
- Location
- Clive, IA
- Latest filing year
- 2023
- Participants
- 1,018
- End-of-year plan assets
- $6,067,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,018 | H, C | 20241015154519NAL0030220817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,067,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,067,055
- Net assets (BOY)
- $4,985,761
Income & contributions
- Participant contributions
- $704,905
- Total contributions
- $817,393
- Total income / additions
- $1,618,592
Expenses & distributions
- Benefits paid
- $486,932
- Administrative expenses
- $36,232
- Total expenses
- $540,681
- Net increase / (decrease)
- $1,077,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Murray Financial Group LLC Dba Jsc | ADVISOR | $26,465 | not reported in the loaded dataset | 2023 |
| Ascensus, LLC | TPA | $13,347 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,037 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Healthcare Management Services, LLC Dba Accura Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Clive, IA
- Murray Financial Group LLC Dba Jsc — Schedule C compensation
- Ascensus, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation