Plan5500

Fortis Health Retirement Plan — Form 5500 plan (Ehh Holdco, 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, Fortis Health Retirement Plan is a benefit plan reported by Ehh Holdco, Inc. under EIN 85-4309367 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $5,324,988 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ehh Holdco, Inc.
EIN
85-4309367
Plan number
001
Plan type
2
Location
Murray, UT
Latest filing year
2023
Participants
243
End-of-year plan assets
$5,324,988

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20260312190804NAL0007271552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,324,988
Total liabilities (EOY)
$0
Net assets (EOY)
$5,324,988
Net assets (BOY)
$3,353,204

Income & contributions

Employer contributions
$285,586
Participant contributions
$459,267
Total contributions
$763,612
Total income / additions
$1,567,559

Expenses & distributions

Benefits paid
$346,466
Administrative expenses
$45,435
Total expenses
$391,901
Net increase / (decrease)
$1,175,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lji Wealth Management, LLCINVESTMENT SERVICES$19,496not reported in the loaded dataset2023
NationwideRECORDKEEPER$12,061$4,2342023
American Pension Advisors, LtdTPA$5,323not reported in the loaded dataset2023
Erisa SmartTHIRD PARTY TRUSTEE$3,217not reported in the loaded dataset2023
AscensusINVESTMENT MANAGER$1,104not reported in the loaded dataset2023

Related Form 5500 pages