Allergy & Clinical 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, Allergy & Clinical Holdings, LLC (EIN 85-3760987) is a plan sponsor located in Plano, TX 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
85-3760987
Location
Plano, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allergy & Clinical Holdings, LLC

  • 2 loaded plans hold $14.6M in reported assets.
  • The largest, Allergy And Clinical Holdings, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 735 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.6MSummed across loaded plans$14,587,997
Total reported assets$14.6M$14,588,872
Total reported participants735
Total reported liabilities$875

Reported net position

Reported assets = net assets + liabilities (summed)$14.6M total assets
Net assets$14.6MLiabilities$875
Contributions & income
Employer contributions$818.2K
Participant contributions$1.8M
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$765.5K
Total expenses$854.3K
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Allergy And Clinical Holdings, LLC 401(K) Plan
Participants per plan368Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 501 participants · 2023
  2. 2
    Plan #501 · 234 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allergy & Clinical Holdings, LLC. Open one for its full reported snapshot.

  1. 2023
    Allergy & Clinical Holdings Health And Welfare Benefit Plan234 participants · 2No schedules
    View filing →
  2. 2023
    Allergy And Clinical Holdings, LLC 401(K) Plan501 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allergy & Clinical Holdings, LLC report on Form 5500?
Allergy & Clinical Holdings, LLC (EIN 85-3760987) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allergy & Clinical Holdings, LLC?
The Employer Identification Number (EIN) reported for Allergy & Clinical Holdings, LLC is 85-3760987.
What is the latest Form 5500 filing year for Allergy & Clinical Holdings, LLC?
The latest loaded Form 5500 filing year for Allergy & Clinical Holdings, LLC is 2023.

Related Form 5500 pages