Salud Family Health Retirement Plan — Form 5500 plan (Salud Family Health, 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, Salud Family Health Retirement Plan is a benefit plan reported by Salud Family Health, Inc. under EIN 84-0613540 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,096 participants and $30,377,980 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$30.4MPlan net assets, end of year$30,377,980
Participants1.1KCovered participants reported1,096
Assets / participant$27.7KComputed: assets ÷ participants$27,717 (computed)
Provider compensation$80.4K2 Schedule C provider row(s)$80,447
- Plan sponsor
- Salud Family Health, Inc.
- EIN
- 84-0613540
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lupton, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,096 | H, C | 20250414140012NAL0003210784001 |
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)$30.4M total assets
Net assets$30.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $30,377,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,377,980
- Net assets (BOY)
- $27,133,667
Income & contributions
- Employer contributions
- $2,216,489
- Participant contributions
- $0
- Total contributions
- $2,216,489
- Total income / additions
- $5,581,245
Expenses & distributions
- Benefits paid
- $2,245,980
- Administrative expenses
- $80,447
- Total expenses
- $2,336,932
- Net increase / (decrease)
- $3,244,313
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.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $74,722 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $5,725 | not reported in the loaded dataset | 2023 |