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, Independent Health 401(K) Retirement Savings Plan is a benefit plan reported by Independent Health Association, Inc. under EIN 16-1080163 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,980 participants and $213,660,205 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $213,660,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $213,660,205
- Net assets (BOY)
- $173,811,202
Income & contributions
- Employer contributions
- $4,863,654
- Participant contributions
- $12,266,503
- Total contributions
- $19,172,347
- Total income / additions
- $51,548,956
Expenses & distributions
- Benefits paid
- $11,513,400
- Administrative expenses
- $186,553
- Total expenses
- $11,699,953
- Net increase / (decrease)
- $39,849,003