2023 Form 5500 filing — Alivia Health Investment & Retirement 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 20241003150429NAL0005801891001) for Alivia Health Investment & Retirement Plan, reported by Alivia Health Management, LLC under EIN 66-0859095 and plan number 001. It reports 589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003150429NAL0005801891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alivia Health Management, LLC
- EIN
- 66-0859095
- Plan number
- 001
- Location
- Bayamon, PR
- Participants
- 589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,547,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,547,071
- Employer contributions
- $310,365
- Participant contributions
- $781,444
- Total income / additions
- $1,468,830
- Benefits paid
- $57,031
- Administrative expenses
- $22,846
- Total expenses
- $79,877
- Net increase / (decrease)
- $1,388,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Admin Services, Inc. | NONE | $12,806 | $0 |
| Mass Mutual | NONE | $7,302 | not reported in the loaded dataset |
| Bpas Trust Company Of Puerto Rico | NONE | $2,738 | not reported in the loaded dataset |