Agilon Health Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Agilon Health Management 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, Agilon Health Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Agilon Health Management Inc. under EIN 81-2677797 and plan number 001. The latest loaded filing year is 2023. The filing reports 977 participants and $32,965,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agilon Health Management Inc.
- EIN
- 81-2677797
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 977
- End-of-year plan assets
- $32,965,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 977 | H, C | 20241002071351NAL0008453137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,965,815
- Total liabilities (EOY)
- $24,009
- Net assets (EOY)
- $32,941,806
- Net assets (BOY)
- $22,556,820
Income & contributions
- Employer contributions
- $2,579,076
- Participant contributions
- $5,632,271
- Total contributions
- $9,066,295
- Total income / additions
- $13,519,440
Expenses & distributions
- Benefits paid
- $2,965,284
- Administrative expenses
- $160,861
- Total expenses
- $3,134,454
- Net increase / (decrease)
- $10,384,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $105,848 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $47,364 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,649 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agilon Health Management Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation