2023 Form 5500 filing — Hma Group Holdings, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722121931NAL0005818227001) for Hma Group Holdings, LLC 401(K) Plan, reported by Hma Group Holdings, LLC under EIN 42-0985055 and plan number 001. It reports 1,221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$210.3MReported net assets$210,313,795
Participants1.2K1,221
Provider compensation$502K2 Schedule C row(s)$502,022
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722121931NAL0005818227001
Plan sponsor
Hma Group Holdings, LLC
EIN
42-0985055
Plan number
001
Location
Des Moines, IA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$210.3M total assets
Net assets$210.3MLiabilities$0
Money in vs. money out
Total income / additions$48.5M
Total expenses$14.2M
Benefits paid / distributions$13.8M
Contributions
Employer$6.2M
Participant$11M
Full reported line items
Total assets (EOY)
$210,313,795
Total liabilities (EOY)
$0
Net assets (EOY)
$210,313,795
Employer contributions
$6,156,306
Participant contributions
$10,992,351
Total income / additions
$48,516,120
Benefits paid
$13,810,849
Administrative expenses
$321,095
Total expenses
$14,154,693
Net increase / (decrease)
$34,361,427
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $321.1K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $180.9K

Related Form 5500 pages