2023 Form 5500 filing — Astria 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 20241008170510NAL0030607216001) for Astria Health 401(K) Plan, reported by Astria Health under EIN 91-1286274 and plan number 004. It reports 1,723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008170510NAL0030607216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Astria Health
- EIN
- 91-1286274
- Plan number
- 004
- Location
- Sunnyside, WA
- Participants
- 1,723
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,248,521
- Total liabilities (EOY)
- $73,603
- Net assets (EOY)
- $49,174,918
- Employer contributions
- $2,049,133
- Participant contributions
- $3,504,464
- Total income / additions
- $11,605,153
- Benefits paid
- $3,980,571
- Administrative expenses
- $317,571
- Total expenses
- $4,298,142
- Net increase / (decrease)
- $7,307,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Petersen Hastings Investment Mgmt | NONE | $165,590 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | NONE | $140,302 | not reported in the loaded dataset |
| Matrix Financial Solutions | NONE | $11,207 | not reported in the loaded dataset |