Doxa Insurance Holdings, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Doxa Insurance Holdings, LLC (EIN 47-4868271) is a plan sponsor located in Carpinteria, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 47-4868271
- Location
- Carpinteria, CA
- Loaded plans
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $39,873,024
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $39,873,024
Contributions & income
- Employer contributions
- $1,260,021
- Participant contributions
- $2,944,277
- Total income / additions
- $11,674,677
Expenses & distributions
- Benefits paid / distributions
- $4,035,640
- Total expenses
- $4,142,212
- Net increase / (decrease)
- $7,532,465
Coverage
- Total reported participants
- 981
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Doxa Insurance Holdings, LLC 401(K) Plan | 002 | 248 | $39,873,024 | 2023 |
| Doxa Insurance Holdings Long Term Disability Plan | 504 | 116 | not reported in the loaded dataset | 2023 |
| Doxa Insurance Holdings Life And Disability Plans | 503 | 116 | not reported in the loaded dataset | 2023 |
| Doxa Insurance Holdings Medical Plan | 507 | 101 | not reported in the loaded dataset | 2023 |
| Doxa Insurance Holdings Dental Plan | 501 | 100 | not reported in the loaded dataset | 2023 |
| Doxa Insurance Holdings Short Term Disability Plan | 505 | 100 | not reported in the loaded dataset | 2023 |
| Doxa Insurance Holding Voluntary Ad&D Plan | 506 | 100 | not reported in the loaded dataset | 2023 |
| Doxa Insurance Holdings Vision Plan | 502 | 100 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Doxa Insurance Holdings Dental Plan | 100 | — | 20240722194851NAL0010599409001 |
| 2023 | Doxa Insurance Holdings Medical Plan | 101 | — | 20240722195006NAL0006781667001 |
| 2023 | Doxa Insurance Holdings, LLC 401(K) Plan | 248 | H, C | 20241015152240NAL0028916369001 |
| 2023 | Doxa Insurance Holdings Vision Plan | 100 | — | 20250713143200NAL0000197411001 |
| 2023 | Doxa Insurance Holdings Life And Disability Plans | 116 | — | 20250713143337NAL0000292611001 |
| 2023 | Doxa Insurance Holdings Long Term Disability Plan | 116 | — | 20250713143510NAL0000293251001 |
| 2023 | Doxa Insurance Holdings Short Term Disability Plan | 100 | — | 20250713143650NAL0000199187001 |
| 2023 | Doxa Insurance Holding Voluntary Ad&D Plan | 100 | — | 20250713143830NAL0000199699001 |