Alita Care & Affiliates 401(K) Plan — Form 5500 plan (Alita Care 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, Alita Care & Affiliates 401(K) Plan is a benefit plan reported by Alita Care Holdings LLC under EIN 47-3702085 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,403 participants and $40,337,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alita Care Holdings LLC
EIN
47-3702085
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
1,403
End-of-year plan assets
$40,337,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,403H, C20241014145247NAL0054052098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,337,169
Total liabilities (EOY)
$0
Net assets (EOY)
$40,337,169
Net assets (BOY)
$32,923,873

Income & contributions

Employer contributions
$946,040
Participant contributions
$5,435,204
Total contributions
$6,823,804
Total income / additions
$12,290,237

Expenses & distributions

Benefits paid
$4,761,676
Administrative expenses
$114,481
Total expenses
$4,876,941
Net increase / (decrease)
$7,413,296

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$93,394$02023
Cbiz Financial SolutionsRETAINED BY EMPLOYER$31,087not reported in the loaded dataset2023

Related Form 5500 pages