2023 Form 5500 filing — Pih Health, Inc. 403(B) 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 20241014172628NAL0045483584001) for Pih Health, Inc. 403(B) Plan, reported by Pih Health, Inc under EIN 95-3619388 and plan number 002. It reports 7,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172628NAL0045483584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pih Health, Inc
- EIN
- 95-3619388
- Plan number
- 002
- Location
- Whittier, CA
- Participants
- 7,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $351,748,851
- Total liabilities (EOY)
- $2,055
- Net assets (EOY)
- $351,746,796
- Employer contributions
- $0
- Participant contributions
- $38,647,285
- Total income / additions
- $96,708,863
- Benefits paid
- $22,892,043
- Administrative expenses
- $570,643
- Total expenses
- $23,456,521
- Net increase / (decrease)
- $73,252,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $464,257 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $80,587 | not reported in the loaded dataset |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $18,000 | not reported in the loaded dataset |
| Raymond James Financial Services A | INVESTMENT ADVISOR | $8,063 | not reported in the loaded dataset |