Aurora Behavioral Health Savings & Retirement Plan — Form 5500 plan (Signature Healthcare Services, 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, Aurora Behavioral Health Savings & Retirement Plan is a benefit plan reported by Signature Healthcare Services, LLC under EIN 38-3544746 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,412 participants and $55,627,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Signature Healthcare Services, LLC
- EIN
- 38-3544746
- Plan number
- 001
- Plan type
- 2
- Location
- Corona, CA
- Latest filing year
- 2023
- Participants
- 7,412
- End-of-year plan assets
- $55,627,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,412 | H, C | 20241015180804NAL0049276272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,627,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,627,611
- Net assets (BOY)
- $44,642,956
Income & contributions
- Employer contributions
- -$43
- Participant contributions
- $10,208,243
- Total contributions
- $10,998,696
- Total income / additions
- $18,691,603
Expenses & distributions
- Benefits paid
- $7,098,315
- Administrative expenses
- $540,880
- Total expenses
- $7,706,948
- Net increase / (decrease)
- $10,984,655
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $344,663 | $0 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $71,925 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | BROKER/ADVISER | $0 | $20,557 | 2023 |
| Walter Boesky & Associates Pc | AUDITOR | $15,200 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,631 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Signature Healthcare Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Corona, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Raymond James — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Walter Boesky & Associates Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation