2023 Form 5500 filing — Bridges Health 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 20240925110109NAL0028883170001) for Bridges Health 401(K) Plan, reported by Amity Care LLC under EIN 73-1554671 and plan number 333. It reports 3,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925110109NAL0028883170001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Amity Care LLC
- EIN
- 73-1554671
- Plan number
- 333
- Location
- Oklahoma City, OK
- Participants
- 3,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,341,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,341,068
- Employer contributions
- $829,392
- Participant contributions
- $2,910,198
- Total income / additions
- $7,945,831
- Benefits paid
- $3,156,643
- Administrative expenses
- $146,059
- Total expenses
- $3,468,868
- Net increase / (decrease)
- $4,476,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $146,059 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $50,537 |
| Employee Benefits Group, LLC | OTHER SERVICES | $0 | $12,449 |