2023 Form 5500 filing — Fernandez Holdings Health 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 20241218115532NAL0002309795002) for Fernandez Holdings Health Plan, reported by Fernandez Holdings, Inc. under EIN 27-5560752 and plan number 502. It reports 1,963 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218115532NAL0002309795002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fernandez Holdings, Inc.
- EIN
- 27-5560752
- Plan number
- 502
- Location
- Pacific Palisades, CA
- Participants
- 1,963
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $959,878
- Total liabilities (EOY)
- $260,850
- Net assets (EOY)
- $699,028
- Employer contributions
- $10,715,000
- Participant contributions
- $7,885,012
- Total income / additions
- $18,600,039
- Benefits paid
- $15,850,992
- Administrative expenses
- $2,849,633
- Total expenses
- $18,700,625
- Net increase / (decrease)
- -$100,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Life And Health | N/A | $1,022,957 | not reported in the loaded dataset |
| Benefit & Risk Management | N/A | $933,199 | not reported in the loaded dataset |
| Quest Diagnostics | N/A | $223,803 | not reported in the loaded dataset |
| Southern Scripts | N/A | $223,174 | not reported in the loaded dataset |
| Edgewood Partners Ins Center | N/A | $182,090 | not reported in the loaded dataset |
| Complete Wellness | N/A | $113,222 | not reported in the loaded dataset |
| Rxcompass (Liviniti) | N/A | $87,360 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $36,690 | not reported in the loaded dataset |
| Kilpatrick Townsend & Stockton | N/A | $26,758 | not reported in the loaded dataset |