Apella Health Management, Inc. Retirement Savings Plan — Form 5500 plan (Apella 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, Apella Health Management, Inc. Retirement Savings Plan is a benefit plan reported by Apella Health Management, Inc. under EIN 81-4193950 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,506 participants and $126,555,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apella Health Management, Inc.
- EIN
- 81-4193950
- Plan number
- 001
- Plan type
- 2
- Location
- Spartanburg, SC
- Latest filing year
- 2023
- Participants
- 6,506
- End-of-year plan assets
- $126,555,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,506 | H, C | 20241023141550NAL0003888049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,555,983
- Total liabilities (EOY)
- $45
- Net assets (EOY)
- $126,555,938
- Net assets (BOY)
- $87,373,619
Income & contributions
- Employer contributions
- $9,424,841
- Participant contributions
- $21,955,990
- Total contributions
- $33,767,063
- Total income / additions
- $51,372,517
Expenses & distributions
- Benefits paid
- $11,619,308
- Administrative expenses
- $535,050
- Total expenses
- $12,190,198
- Net increase / (decrease)
- $39,182,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $473,516 | $0 | 2023 |
| Sageview Advisory Group LLC | ADVISOR | $36,333 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $25,201 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apella Health Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Spartanburg, SC
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation