Interhealth Corp. Retirement Plan — Form 5500 plan (Pih 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, Interhealth Corp. Retirement Plan is a benefit plan reported by Pih Health under EIN 95-3619388 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,236 participants and $116,810,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pih Health
- EIN
- 95-3619388
- Plan number
- 001
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 3,236
- End-of-year plan assets
- $116,810,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,236 | H, C | 20241125120047NAL0004632577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,810,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,810,519
- Net assets (BOY)
- $109,540,374
Income & contributions
- Employer contributions
- $3,481,975
- Participant contributions
- $0
- Total contributions
- $3,481,975
- Total income / additions
- $20,362,582
Expenses & distributions
- Benefits paid
- $9,927,450
- Administrative expenses
- $3,164,987
- Total expenses
- $13,092,437
- Net increase / (decrease)
- $7,270,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | BROKERAGE | $253,677 | $0 | 2023 |
| Mercer | ACTUARIAL | $233,613 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Management,LLC | INVESTMENT MANAG | $99,252 | not reported in the loaded dataset | 2023 |
| Eagle Capital Management, LLC | INVESTMENT MANAGER | $99,091 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $67,127 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | AUDITOR | $22,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pih Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Whittier, CA
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Mercer — Schedule C compensation
- Blackrock Investment Management,LLC — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- Bank Of America — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation