Astera Health Employee Retirement Plan — Form 5500 plan (Astera Health)
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, Astera Health Employee Retirement Plan is a benefit plan reported by Astera Health under EIN 41-0713913 and plan number 003. The latest loaded filing year is 2023. The filing reports 606 participants and $42,003,619 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$42MPlan net assets, end of year$42,003,619
Participants606Covered participants reported
Assets / participant$69.3KComputed: assets ÷ participants$69,313 (computed)
Provider compensation$118.2K2 Schedule C provider row(s)$118,228
- Plan sponsor
- Astera Health
- EIN
- 41-0713913
- Plan number
- 003
- Plan type
- 2
- Location
- Wadena, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20241014104853NAL0014791667001 |
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)$42M total assets
Net assets$42MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $42,003,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,003,619
- Net assets (BOY)
- $39,379,075
Income & contributions
- Employer contributions
- $582,564
- Participant contributions
- $2,220,979
- Total contributions
- $3,015,534
- Total income / additions
- $8,948,207
Expenses & distributions
- Benefits paid
- $6,180,801
- Administrative expenses
- $118,258
- Total expenses
- $6,323,663
- Net increase / (decrease)
- $2,624,544
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.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $59,324 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $58,904 | not reported in the loaded dataset | 2023 |