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, Alivia Health Investment & Retirement Plan is a benefit plan reported by Alivia Health Management, LLC under EIN 66-0859095 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $2,547,071 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,547,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,547,071
- Net assets (BOY)
- $1,158,118
Income & contributions
- Employer contributions
- $310,365
- Participant contributions
- $781,444
- Total contributions
- $1,143,235
- Total income / additions
- $1,468,830
Expenses & distributions
- Benefits paid
- $57,031
- Administrative expenses
- $22,846
- Total expenses
- $79,877
- Net increase / (decrease)
- $1,388,953