2023 Form 5500 filing — Health Insurance Associates 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 20240911074044NAL0003512595001) for Health Insurance Associates 401(K) Plan, reported by Health Insurance Associates LLC under EIN 36-4816928 and plan number 001. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911074044NAL0003512595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Insurance Associates LLC
- EIN
- 36-4816928
- Plan number
- 001
- Location
- Port Orange, FL
- Participants
- 654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,056,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,056,520
- Employer contributions
- $645,772
- Participant contributions
- $783,638
- Total income / additions
- $1,930,940
- Benefits paid
- $788,070
- Administrative expenses
- $52,880
- Total expenses
- $857,733
- Net increase / (decrease)
- $1,073,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $48,100 | $0 |