Privia Retirement Plan — Form 5500 plan (Privia Health 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, Privia Retirement Plan is a benefit plan reported by Privia Health LLC under EIN 26-1385077 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,138 participants and $392,001,713 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Privia Health LLC
- EIN
- 26-1385077
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 7,138
- End-of-year plan assets
- $392,001,713
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,138 | H, C | 20241015100222NAL0016105731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $392,001,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $392,001,713
- Net assets (BOY)
- $343,635,747
Income & contributions
- Employer contributions
- $28,498,310
- Participant contributions
- $24,667,160
- Total contributions
- $62,017,932
- Total income / additions
- $117,405,478
Expenses & distributions
- Benefits paid
- $19,146,916
- Administrative expenses
- $1,102,767
- Total expenses
- $20,305,241
- Net increase / (decrease)
- $97,100,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Pensions, Inc. | CONTRACT ADMIN | $576,600 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $575,057 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $382,708 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $163,914 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Privia Health LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Prime Pensions, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation