2023 Form 5500 filing — Apple Health Care, Inc. 401(K) Security Express
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 20241015130609NAL0049528160001) for Apple Health Care, Inc. 401(K) Security Express, reported by Apple Health Care, Inc. under EIN 06-1174705 and plan number 001. It reports 4,101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130609NAL0049528160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apple Health Care, Inc.
- EIN
- 06-1174705
- Plan number
- 001
- Location
- Avon, CT
- Participants
- 4,101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,190,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,190,234
- Employer contributions
- $2,415,222
- Participant contributions
- $6,757,040
- Total income / additions
- $20,678,307
- Benefits paid
- $7,099,763
- Administrative expenses
- $101,059
- Total expenses
- $7,303,404
- Net increase / (decrease)
- $13,374,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $91,000 | $0 |
| Lpl Financial Corporation | SERVICE PROVIDER | $0 | $50,000 |
| Clifton Larson Allen Llp | SERVICE PROVIDER | $10,059 | not reported in the loaded dataset |