Plan5500

Agiliti Health Inc. Employees' Pension Plan — Form 5500 plan (Agiliti Health, 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, Agiliti Health Inc. Employees' Pension Plan is a benefit plan reported by Agiliti Health, Inc. under EIN 41-0760940 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $22,598,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agiliti Health, Inc.
EIN
41-0760940
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
449
End-of-year plan assets
$22,598,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023449H, C20241008095153NAL0009520403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,598,085
Total liabilities (EOY)
$0
Net assets (EOY)
$22,598,085
Net assets (BOY)
$21,196,443

Income & contributions

Total contributions
$0
Total income / additions
$3,182,749

Expenses & distributions

Benefits paid
$1,503,860
Administrative expenses
$277,247
Total expenses
$1,781,107
Net increase / (decrease)
$1,401,642

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting IncNONE$33,356not reported in the loaded dataset2023
Aon Investments Usa IncNONE$18,666not reported in the loaded dataset2023
Principal Trust CompanyTRUSTEE$18,009not reported in the loaded dataset2023

Related Form 5500 pages