Access Health Louisiana 403(B) Plan — Form 5500 plan (Access Health Louisiana)

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, Access Health Louisiana 403(B) Plan is a benefit plan reported by Access Health Louisiana under EIN 47-0852944 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $12,639,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Access Health Louisiana
EIN
47-0852944
Plan number
001
Plan type
2
Location
Kenner, LA
Latest filing year
2023
Participants
382
End-of-year plan assets
$12,639,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20250204110623NAL0015834690001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,639,201
Total liabilities (EOY)
$0
Net assets (EOY)
$12,639,201
Net assets (BOY)
$10,146,432

Income & contributions

Participant contributions
$1,014,132
Total contributions
$1,489,987
Total income / additions
$3,372,845

Expenses & distributions

Benefits paid
$775,744
Administrative expenses
$104,332
Total expenses
$880,076
Net increase / (decrease)
$2,492,769

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Investment CorpRECORDKEEPER$65,327not reported in the loaded dataset2023

Related Form 5500 pages