Healthcare Access Maryland Retirement Savings Plan — Form 5500 plan (Healthcare Access Maryland, Inc.)
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, Healthcare Access Maryland Retirement Savings Plan is a benefit plan reported by Healthcare Access Maryland, Inc. under EIN 52-2017095 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $6,810,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthcare Access Maryland, Inc.
- EIN
- 52-2017095
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $6,810,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20250410092519NAL0024002097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,810,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,810,143
- Net assets (BOY)
- $5,728,798
Income & contributions
- Employer contributions
- $325,336
- Participant contributions
- $473,836
- Total contributions
- $860,710
- Total income / additions
- $1,715,087
Expenses & distributions
- Benefits paid
- $580,542
- Administrative expenses
- $48,077
- Total expenses
- $633,742
- Net increase / (decrease)
- $1,081,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,199 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,878 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthcare Access Maryland, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation