2023 Form 5500 filing — Articularis Healthcare 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 20241015105933NAL0014444691001) for Articularis Healthcare Retirement Plan, reported by Articularis Healthcare Group, Inc. under EIN 57-1099718 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105933NAL0014444691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Articularis Healthcare Group, Inc.
- EIN
- 57-1099718
- Plan number
- 001
- Location
- Summerville, SC
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,964,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,964,343
- Employer contributions
- $1,715,912
- Participant contributions
- $1,329,460
- Total income / additions
- $6,378,014
- Benefits paid
- $820,103
- Administrative expenses
- $81,228
- Total expenses
- $908,760
- Net increase / (decrease)
- $5,469,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,402 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $25,570 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,722 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $9,925 | not reported in the loaded dataset |