Four Winds Health Retirement Plan — Form 5500 plan (Four Winds Health, 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, Four Winds Health Retirement Plan is a benefit plan reported by Four Winds Health, LLC under EIN 45-1273930 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,187 participants and $30,783,261 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.5MPlan net assets, end of year$30,497,544
Participants3.2KCovered participants reported3,187
Assets / participant$9.7KComputed: assets ÷ participants$9,659 (computed)
Provider compensation$222.2K3 Schedule C provider row(s)$222,231
Plan sponsor
Four Winds Health, LLC
EIN
45-1273930
Plan number
001
Plan type
2
Location
Atlanta, GA
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
    3,187 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)$30.8M total assets
Net assets$30.5MLiabilities$285.7K
Money in vs. money out
Total income / additions$15.5M
Total expenses$2.9M
Benefits paid / distributions$2.7M
Contributions
Employer$3.8M
Participant$6.4M
Full reported line items

Net assets

Total assets (EOY)
$30,783,261
Total liabilities (EOY)
$285,717
Net assets (EOY)
$30,497,544
Net assets (BOY)
$17,895,704

Income & contributions

Employer contributions
$3,770,234
Participant contributions
$6,398,134
Total contributions
$11,321,729
Total income / additions
$15,488,134

Expenses & distributions

Benefits paid
$2,662,715
Administrative expenses
$223,579
Total expenses
$2,886,294
Net increase / (decrease)
$12,601,840
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 37%Participant 63%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $188.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $34K · Indirect $27
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Four Winds Health Retirement Plan?
Four Winds Health Retirement Plan is reported as sponsored by Four Winds Health, LLC (EIN 45-1273930, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Four Winds Health Retirement Plan?
The latest Form 5500 filing year loaded for Four Winds Health Retirement Plan is 2023.
How many participants does Four Winds Health Retirement Plan report?
Four Winds Health Retirement Plan reports 3,187 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Four Winds Health Retirement Plan?
Four Winds Health Retirement Plan reports $30,783,261 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