Fhi 360 Employees' Pension Plan — Form 5500 plan (Family Health International)

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, Fhi 360 Employees' Pension Plan is a benefit plan reported by Family Health International under EIN 23-7413005 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,994 participants and $230,978,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Health International
EIN
23-7413005
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
1,994
End-of-year plan assets
$230,978,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,994H, C20241008161252NAL0017018257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$230,978,763
Total liabilities (EOY)
$0
Net assets (EOY)
$230,978,763
Net assets (BOY)
$196,871,715

Income & contributions

Employer contributions
$15,907,214
Participant contributions
$0
Total contributions
$15,907,214
Total income / additions
$50,018,092

Expenses & distributions

Benefits paid
$15,746,987
Administrative expenses
$164,057
Total expenses
$15,911,044
Net increase / (decrease)
$34,107,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$149,682$02023
Creative Planning Hold Co LLCNONE$14,375not reported in the loaded dataset2023

Related Form 5500 pages