Azria Health 401(K) Plan — Form 5500 plan (Azria Health)
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, Azria Health 401(K) Plan is a benefit plan reported by Azria Health under EIN 81-3162505 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,894 participants and $4,492,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Azria Health
- EIN
- 81-3162505
- Plan number
- 003
- Plan type
- 3
- Location
- Gretna, NE
- Latest filing year
- 2023
- Participants
- 1,894
- End-of-year plan assets
- $4,492,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,894 | H, C | 20241015125349NAL0057694722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,492,246
- Total liabilities (EOY)
- $22,982
- Net assets (EOY)
- $4,469,264
- Net assets (BOY)
- $5,365,200
Income & contributions
- Employer contributions
- $127,811
- Participant contributions
- $574,834
- Total contributions
- $786,747
- Total income / additions
- $1,600,566
Expenses & distributions
- Benefits paid
- $1,000,659
- Administrative expenses
- $64,277
- Total expenses
- $1,064,936
- Net increase / (decrease)
- $535,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | INVEST ADVISOR | $27,309 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $26,110 | $0 | 2023 |
| James Moyna, Cpa | AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
| Marquis Pension LLC | TPA | $0 | $5,461 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Azria Health
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Gretna, NE
- Resources Investment Advisors LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- James Moyna, Cpa — Schedule C compensation
- Marquis Pension LLC — Schedule C compensation