2023 Form 5500 filing — Accura Healthcare Management Services 401(K) Retirement Plan And Trust
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 20241015154519NAL0030220817001) for Accura Healthcare Management Services 401(K) Retirement Plan And Trust, reported by American Healthcare Management Services, LLC Dba Accura Healthcare under EIN 46-0506426 and plan number 001. It reports 1,018 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.1MReported net assets$6,067,055
Participants1K1,018
Provider compensation$42.8K3 Schedule C row(s)$42,849
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015154519NAL0030220817001
- Plan sponsor
- American Healthcare Management Services, LLC Dba Accura Healthcare
- EIN
- 46-0506426
- Plan number
- 001
- Location
- Clive, IA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,067,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,067,055
- Participant contributions
- $704,905
- Total income / additions
- $1,618,592
- Benefits paid
- $486,932
- Administrative expenses
- $36,232
- Total expenses
- $540,681
- Net increase / (decrease)
- $1,077,911
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Murray Financial Group LLC Dba Jsc | ADVISOR | $26,465 | not reported in the loaded dataset |
| Ascensus, LLC | TPA | $13,347 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,037 | $0 |