Alliance Health, Inc. Retirement Plan — Form 5500 plan (Alliance Health, Inc.)

Plain-English plan 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, Alliance Health, Inc. Retirement Plan is a benefit plan reported by Alliance Health, Inc. under EIN 04-3468274 and plan number 002. The latest loaded filing year is 2023. The filing reports 938 participants and $21,188,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alliance Health, Inc.
EIN
04-3468274
Plan number
002
Plan type
2
Location
Southborough, MA
Latest filing year
2023
Participants
938
End-of-year plan assets
$21,188,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023938H, C20240802094418NAL0024002705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,188,661
Total liabilities (EOY)
$0
Net assets (EOY)
$21,188,661
Net assets (BOY)
$18,780,398

Income & contributions

Employer contributions
$299,801
Participant contributions
$1,487,761
Total contributions
$1,999,727
Total income / additions
$5,187,756

Expenses & distributions

Benefits paid
$2,724,525
Administrative expenses
$9,559
Total expenses
$2,779,493
Net increase / (decrease)
$2,408,263

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$0$37,8472023
Fidelity Investments InstitutionalRECORDKEEPER$7,339$02023

Related Form 5500 pages