2023 Form 5500 filing — Allegiance Health Management Retirement Savings 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 20251014141057NAL0001478579001) for Allegiance Health Management Retirement Savings Plan, reported by Allegiance Health Management, Inc. under EIN 47-0899588 and plan number 001. It reports 4,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014141057NAL0001478579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allegiance Health Management, Inc.
- EIN
- 47-0899588
- Plan number
- 001
- Location
- Bossier City, LA
- Participants
- 4,103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,793,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,793,498
- Employer contributions
- $1,410,911
- Participant contributions
- $5,158,336
- Total income / additions
- $13,119,275
- Benefits paid
- $3,497,123
- Administrative expenses
- $212,289
- Total expenses
- $3,869,019
- Net increase / (decrease)
- $9,250,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $111,826 | $0 |
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $100,463 | not reported in the loaded dataset |