Plan5500

Anthem, AZ Form 5500 retirement and benefit plan filings

City Form 5500 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, Anthem, AZ has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $881,968 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Anthem

  • 3 loaded plans hold $882K in reported assets across 3 sponsors.
  • The largest, Karaszewski Concepts, Inc. 401(K) Plan, holds 85% of reported Anthem plan assets.
  • Plans cover 77 participants — about 26 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$882KSummed across loaded plans$881,968
Total reported assets$882K$881,968
Total reported participants77
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$882K total assets
Net assets$882KLiabilities$0
Contributions & income
Employer contributions$44.8K
Participant contributions$80.7K
Total income / additions$330.1K
Expenses & distributions
Benefits paid / distributions$4.9K
Total expenses$5.1K
Net increase / (decrease)$325K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anthem, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Anthem market comparison

Largest plan share of assets85%Karaszewski Concepts, Inc. 401(K) Plan
Participants per plan26Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Anthem

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Karaszewski Concepts, Inc. 401(K) Plan$749.8K
    Karaszewski Concepts, Inc. · 2023
  2. 2
    Coyoaz Deliveries 401(K) Plan$131.1K
    Coyoaz Deliveries, LLC · 2023
  3. 3
    Pillsbury Investment Corp. Profit Sharing Plan$1.1K
    Pillsbury Investment Corp. · 2023

Largest plans in Anthem → · Anthem plans by participants → · Anthem plans with financial data → · Anthem plans with provider compensation → · $1B+ plans in Anthem →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Anthem, AZ?
3 plan(s) reported by 3 sponsor(s) are loaded for Anthem, AZ.

Related Form 5500 pages