403(B) Thrift Plan For Employees Of Affinia Healthcare — Form 5500 plan (Affinia Healthcare)
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, 403(B) Thrift Plan For Employees Of Affinia Healthcare is a benefit plan reported by Affinia Healthcare under EIN 43-0817642 and plan number 003. The latest loaded filing year is 2023. The filing reports 721 participants and $25,891,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Affinia Healthcare
- EIN
- 43-0817642
- Plan number
- 003
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 721
- End-of-year plan assets
- $25,891,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 721 | H, C | 20241014180951NAL0013725091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,891,530
- Net assets (EOY)
- $25,891,530
- Net assets (BOY)
- $24,049,328
Income & contributions
- Employer contributions
- $363,710
- Participant contributions
- $1,461,838
- Total contributions
- $2,035,639
- Total income / additions
- $5,948,402
Expenses & distributions
- Benefits paid
- $4,047,154
- Administrative expenses
- $59,046
- Total expenses
- $4,106,200
- Net increase / (decrease)
- $1,842,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $58,377 | $0 | 2023 |
| Mutual Of America Life Insurance Co | NONE | $138 | $0 | 2023 |
| Willshire Advisors LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Affinia Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Principal Life Insurance Company — Schedule C compensation
- Mutual Of America Life Insurance Co — Schedule C compensation
- Willshire Advisors LLC — Schedule C compensation