Pih Health, Inc. 403(B) Plan — Form 5500 plan (Pih 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, Pih Health, Inc. 403(B) Plan is a benefit plan reported by Pih Health, Inc under EIN 95-3619388 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,950 participants and $351,748,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pih Health, Inc
- EIN
- 95-3619388
- Plan number
- 002
- Plan type
- 2
- Location
- Whittier, CA
- Latest filing year
- 2023
- Participants
- 7,950
- End-of-year plan assets
- $351,748,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,950 | H, C | 20241014172628NAL0045483584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $351,748,851
- Total liabilities (EOY)
- $2,055
- Net assets (EOY)
- $351,746,796
- Net assets (BOY)
- $278,494,454
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $38,647,285
- Total contributions
- $44,493,767
- Total income / additions
- $96,708,863
Expenses & distributions
- Benefits paid
- $22,892,043
- Administrative expenses
- $570,643
- Total expenses
- $23,456,521
- Net increase / (decrease)
- $73,252,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $464,257 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $80,587 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services A | INVESTMENT ADVISOR | $8,063 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pih Health, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Whittier, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Raymond James Financial Services A — Schedule C compensation