Arion Care Solutions 401(K) Retirement Plan — Form 5500 plan (Arion Care Solutions, 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, Arion Care Solutions 401(K) Retirement Plan is a benefit plan reported by Arion Care Solutions, LLC under EIN 32-0029922 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,646 participants and $3,026,099 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3MPlan net assets, end of year$3,026,099
Participants2.6KCovered participants reported2,646
Assets / participant$1.1KComputed: assets ÷ participants$1,144 (computed)
Provider compensation$35.7K1 Schedule C provider row(s)$35,664
Plan sponsor
Arion Care Solutions, LLC
EIN
32-0029922
Plan number
001
Plan type
2
Location
Chandler, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,646H, C20240924105513NAL0007381107001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$97.5K
Benefits paid / distributions$61.8K
Contributions
EmployerNot reported
Participant$908.1K
Full reported line items

Net assets

Total assets (EOY)
$3,026,099
Total liabilities (EOY)
$0
Net assets (EOY)
$3,026,099
Net assets (BOY)
$1,688,325

Income & contributions

Participant contributions
$908,098
Total contributions
$1,041,979
Total income / additions
$1,435,252

Expenses & distributions

Benefits paid
$61,813
Administrative expenses
$35,665
Total expenses
$97,478
Net increase / (decrease)
$1,337,774
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,664$02023

Related Form 5500 pages