Advantia Health Retirement Plan — Form 5500 plan (Advantia 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, Advantia Health Retirement Plan is a benefit plan reported by Advantia Health LLC under EIN 46-5670849 and plan number 001. The latest loaded filing year is 2023. The filing reports 750 participants and $43,363,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantia Health LLC
- EIN
- 46-5670849
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $43,363,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20241015135947NAL0029884145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,363,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,363,593
- Net assets (BOY)
- $37,810,625
Income & contributions
- Employer contributions
- $1,264,675
- Participant contributions
- $2,944,954
- Total contributions
- $4,360,439
- Total income / additions
- $10,977,657
Expenses & distributions
- Benefits paid
- $5,309,948
- Administrative expenses
- $96,877
- Total expenses
- $5,424,689
- Net increase / (decrease)
- $5,552,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities | ADVISOR | $78,364 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $15,240 | $0 | 2023 |