Fernandez Holdings Health Plan — Form 5500 plan (Fernandez Holdings, 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, Fernandez Holdings Health Plan is a benefit plan reported by Fernandez Holdings, Inc. under EIN 27-5560752 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,963 participants and $959,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fernandez Holdings, Inc.
- EIN
- 27-5560752
- Plan number
- 502
- Plan type
- 2
- Location
- Pacific Palisades, CA
- Latest filing year
- 2023
- Participants
- 1,963
- End-of-year plan assets
- $959,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,963 | H, C | 20241218115532NAL0002309795002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $959,878
- Total liabilities (EOY)
- $260,850
- Net assets (EOY)
- $699,028
- Net assets (BOY)
- $799,614
Income & contributions
- Employer contributions
- $10,715,000
- Participant contributions
- $7,885,012
- Total contributions
- $18,600,012
- Total income / additions
- $18,600,039
Expenses & distributions
- Benefits paid
- $15,850,992
- Administrative expenses
- $2,849,633
- Total expenses
- $18,700,625
- Net increase / (decrease)
- -$100,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Life And Health | N/A | $1,022,957 | not reported in the loaded dataset | 2023 |
| Benefit & Risk Management | N/A | $933,199 | not reported in the loaded dataset | 2023 |
| Quest Diagnostics | N/A | $223,803 | not reported in the loaded dataset | 2023 |
| Southern Scripts | N/A | $223,174 | not reported in the loaded dataset | 2023 |
| Edgewood Partners Ins Center | N/A | $182,090 | not reported in the loaded dataset | 2023 |
| Complete Wellness | N/A | $113,222 | not reported in the loaded dataset | 2023 |
| Rxcompass (Liviniti) | N/A | $87,360 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $36,690 | not reported in the loaded dataset | 2023 |
| Kilpatrick Townsend & Stockton | N/A | $26,758 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fernandez Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pacific Palisades, CA
- Anthem Blue Cross Life And Health — Schedule C compensation
- Benefit & Risk Management — Schedule C compensation
- Quest Diagnostics — Schedule C compensation
- Southern Scripts — Schedule C compensation
- Edgewood Partners Ins Center — Schedule C compensation
- Complete Wellness — Schedule C compensation
- Rxcompass (Liviniti) — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Kilpatrick Townsend & Stockton — Schedule C compensation