2023 Form 5500 filing — Provision Health Alliance 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 20241015125801NAL0016440147001) for Provision Health Alliance 401(K) Plan, reported by Provision Health Partners, LLC under EIN 41-2136525 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125801NAL0016440147001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Provision Health Partners, LLC
- EIN
- 41-2136525
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,745,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,745,305
- Employer contributions
- $296,430
- Participant contributions
- $596,664
- Total income / additions
- $3,515,877
- Benefits paid
- $2,137,052
- Administrative expenses
- $80,936
- Total expenses
- $2,217,988
- Net increase / (decrease)
- $1,297,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,902 | $0 |
| Patriot Investment Mgt. | INVESTMENT ADVISORY | $0 | $10,000 |
| Tennessee Pension Administrators | OTHER SERVICES | $0 | $6,753 |