2023 Form 5500 filing — Avamere Health Services 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 20241015100551NAL0047298480001) for Avamere Health Services 401(K) Plan, reported by Avamere Health Services, LLC under EIN 20-8027608 and plan number 001. It reports 5,822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100551NAL0047298480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avamere Health Services, LLC
- EIN
- 20-8027608
- Plan number
- 001
- Location
- Wilsonville, OR
- Participants
- 5,822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,385,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,385,445
- Employer contributions
- $469,473
- Participant contributions
- $5,645,946
- Total income / additions
- $12,643,337
- Benefits paid
- $4,641,804
- Administrative expenses
- $309,317
- Total expenses
- $5,005,083
- Net increase / (decrease)
- $7,638,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co | RECORD KEEPER | $138,863 | not reported in the loaded dataset |
| Phillips & Co | INVESTMENT ADVISOR | $99,265 | not reported in the loaded dataset |
| Professional Benefit Services | CONTRACT ADMIN | $64,351 | not reported in the loaded dataset |
| Ppnw | CONTACT ADMIN | $8,692 | not reported in the loaded dataset |