Allianz Post-Employment Health Care Savings Account — Form 5500 plan (Azoa Services Corporation)

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, Allianz Post-Employment Health Care Savings Account is a benefit plan reported by Azoa Services Corporation under EIN 75-1723041 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,763 participants and $26,225,476 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.2MPlan net assets, end of year$26,225,476
Participants4.8KCovered participants reported4,763
Assets / participant$5.5KComputed: assets ÷ participants$5,506 (computed)
Provider compensationNone reported
Plan sponsor
Azoa Services Corporation
EIN
75-1723041
Plan number
501
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,763H20241015171704NAL0016953779001
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)$26.2M total assets
Net assets$26.2MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
EmployerNot reported
Participant$969.3K
Full reported line items

Net assets

Total assets (EOY)
$26,225,476
Total liabilities (EOY)
$0
Net assets (EOY)
$26,225,476
Net assets (BOY)
$22,723,323

Income & contributions

Participant contributions
$969,323
Total contributions
$969,323
Total income / additions
$4,967,153

Expenses & distributions

Benefits paid
$1,465,000
Administrative expenses
$0
Total expenses
$1,465,000
Net increase / (decrease)
$3,502,153
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.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages