Plan5500

Atalys 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, Atalys LLC (EIN 88-2793261) is a plan sponsor located in Rochester, NY 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
88-2793261
Location
Rochester, NY
Loaded plans
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,703,808
Total reported assets$11.7M$11,703,808
Total reported participants1.3K1,251
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$0
Contributions & income
Employer contributions$283K
Participant contributions$1.1M
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$700K
Total expenses$766.5K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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%Atalys 401(K) Plan
Participants per plan209Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Atalys 401(K) Plan$11.7M
    Plan #001 · 268 participants · 2023
  2. 2
    Atalys, LLC. Health And Welfare Life Plannot reported in the loaded dataset
    Plan #502 · 265 participants · 2023
  3. 3
    Atalys, LLC. Health And Welfare Short Term Disability Plannot reported in the loaded dataset
    Plan #506 · 265 participants · 2023
  4. 4
    Atalys, LLC. Health And Welfare Medical Plannot reported in the loaded dataset
    Plan #501 · 169 participants · 2023
  5. 5
    Atalys, LLC. Health And Welfare Dental Plannot reported in the loaded dataset
    Plan #504 · 168 participants · 2023
  6. 6
    Atalys, LLC. Health And Welfare Vision Plannot reported in the loaded dataset
    Plan #505 · 116 participants · 2023

Search all 6 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Atalys LLC
YearPlanParticipantsSchedulesFiling
2023Atalys, LLC. Health And Welfare Dental Plan168—20240910092512NAL0005467073001
2023Atalys, LLC. Health And Welfare Life Plan265—20240910092632NAL0005467889001
2023Atalys, LLC. Health And Welfare Medical Plan169—20240910092727NAL0009438592001
2023Atalys, LLC. Health And Welfare Short Term Disability Plan265—20240910092830NAL0009440672001
2023Atalys, LLC. Health And Welfare Vision Plan116—20240910092946NAL0009649664001
2023Atalys 401(K) Plan268H, C20241010080253NAL0035221232001

Related Form 5500 pages