Plan5500

American Specialty Health Incorporated 401(K) Savings Plan — Form 5500 plan (American Specialty Health Incorporated)

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, American Specialty Health Incorporated 401(K) Savings Plan is a benefit plan reported by American Specialty Health Incorporated under EIN 33-0883241 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,005 participants and $112,965,108 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$113MPlan net assets, end of year$112,965,108
Participants2KCovered participants reported2,005
Assets / participant$56.3KComputed: assets ÷ participants$56,342 (computed)
Provider compensation$119.1K2 Schedule C provider row(s)$119,149
Plan sponsor
American Specialty Health Incorporated
EIN
33-0883241
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,005 participants · 2Sch HSch C
    View filing →
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)$113M total assets
Net assets$113MLiabilities$0
Money in vs. money out
Total income / additions$29.4M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$2.8M
Participant$9.7M
Full reported line items

Net assets

Total assets (EOY)
$112,965,108
Total liabilities (EOY)
$0
Net assets (EOY)
$112,965,108
Net assets (BOY)
$92,704,760

Income & contributions

Employer contributions
$2,830,130
Participant contributions
$9,683,494
Total contributions
$14,081,153
Total income / additions
$29,447,537

Expenses & distributions

Benefits paid
$9,068,040
Administrative expenses
$119,149
Total expenses
$9,187,189
Net increase / (decrease)
$20,260,348
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.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$102.5K
    RECORDKEEPER · Direct $102.5K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$16.7K
    ADVISOR · Direct $16.7K

What to inspect next

Frequently asked questions

Who sponsors the American Specialty Health Incorporated 401(K) Savings Plan?
American Specialty Health Incorporated 401(K) Savings Plan is reported as sponsored by American Specialty Health Incorporated (EIN 33-0883241, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for American Specialty Health Incorporated 401(K) Savings Plan?
The latest Form 5500 filing year loaded for American Specialty Health Incorporated 401(K) Savings Plan is 2023.
How many participants does American Specialty Health Incorporated 401(K) Savings Plan report?
American Specialty Health Incorporated 401(K) Savings Plan reports 2,005 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for American Specialty Health Incorporated 401(K) Savings Plan?
American Specialty Health Incorporated 401(K) Savings Plan reports $112,965,108 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages