Centric Health 401(K) Plan — Form 5500 plan (Centric 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, Centric Health 401(K) Plan is a benefit plan reported by Centric Health under EIN 95-3511288 and plan number 002. The latest loaded filing year is 2023. The filing reports 407 participants and $15,072,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centric Health
- EIN
- 95-3511288
- Plan number
- 002
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $15,072,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241014172813NAL0013688003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,072,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,072,444
- Net assets (BOY)
- $13,209,606
Income & contributions
- Employer contributions
- $425,233
- Participant contributions
- $1,226,508
- Total contributions
- $1,651,741
- Total income / additions
- $3,371,274
Expenses & distributions
- Benefits paid
- $1,451,827
- Administrative expenses
- $55,632
- Total expenses
- $1,508,436
- Net increase / (decrease)
- $1,862,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $55,632 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |