2023 Form 5500 filing — Fhi 360 Employees' Pension 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 20241008161252NAL0017018257001) for Fhi 360 Employees' Pension Plan, reported by Family Health International under EIN 23-7413005 and plan number 001. It reports 1,994 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161252NAL0017018257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Health International
- EIN
- 23-7413005
- Plan number
- 001
- Location
- Durham, NC
- Participants
- 1,994
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $230,978,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $230,978,763
- Employer contributions
- $15,907,214
- Participant contributions
- $0
- Total income / additions
- $50,018,092
- Benefits paid
- $15,746,987
- Administrative expenses
- $164,057
- Total expenses
- $15,911,044
- Net increase / (decrease)
- $34,107,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $149,682 | $0 |
| Creative Planning Hold Co LLC | NONE | $14,375 | not reported in the loaded dataset |