Avamere Health Services 401(K) Plan — Form 5500 plan (Avamere Health Services, LLC)
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, Avamere Health Services 401(K) Plan is a benefit plan reported by Avamere Health Services, LLC under EIN 20-8027608 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,822 participants and $42,385,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avamere Health Services, LLC
- EIN
- 20-8027608
- Plan number
- 001
- Plan type
- 2
- Location
- Wilsonville, OR
- Latest filing year
- 2023
- Participants
- 5,822
- End-of-year plan assets
- $42,385,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,822 | H, C | 20241015100551NAL0047298480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,385,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,385,445
- Net assets (BOY)
- $34,747,191
Income & contributions
- Employer contributions
- $469,473
- Participant contributions
- $5,645,946
- Total contributions
- $6,115,419
- Total income / additions
- $12,643,337
Expenses & distributions
- Benefits paid
- $4,641,804
- Administrative expenses
- $309,317
- Total expenses
- $5,005,083
- Net increase / (decrease)
- $7,638,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co | RECORD KEEPER | $138,863 | not reported in the loaded dataset | 2023 |
| Phillips & Co | INVESTMENT ADVISOR | $99,265 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services | CONTRACT ADMIN | $64,351 | not reported in the loaded dataset | 2023 |
| Ppnw | CONTACT ADMIN | $8,692 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avamere Health Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Wilsonville, OR
- Empower Annuity Ins. Co — Schedule C compensation
- Phillips & Co — Schedule C compensation
- Professional Benefit Services — Schedule C compensation
- Ppnw — Schedule C compensation