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, Annuity Health Holdings LLC, 401(K) Retirement Savings Plan is a benefit plan reported by Annuity Health Holdings LLC under EIN 84-3803336 and plan number 003. The latest loaded filing year is 2023. The filing reports 503 participants and $4,031,288 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,031,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,031,288
- Net assets (BOY)
- $3,175,563
Income & contributions
- Participant contributions
- $459,855
- Total contributions
- $551,655
- Total income / additions
- $1,115,388
Expenses & distributions
- Benefits paid
- $220,429
- Administrative expenses
- $39,234
- Total expenses
- $259,663
- Net increase / (decrease)
- $855,725