Phe 401(K) Plan — Form 5500 plan (Pioneer Health Employment, 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, Phe 401(K) Plan is a benefit plan reported by Pioneer Health Employment, Inc. under EIN 47-1940078 and plan number 004. The latest loaded filing year is 2023. The filing reports 209 participants and $531,251 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$531.3KPlan net assets, end of year$531,251
Participants209Covered participants reported
Assets / participant$2.5KComputed: assets ÷ participants$2,542 (computed)
Provider compensation$24.3K4 Schedule C provider row(s)$24,273
- Plan sponsor
- Pioneer Health Employment, Inc.
- EIN
- 47-1940078
- Plan number
- 004
- Plan type
- 2
- Location
- Green Valley, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241015183330NAL0057691634001 |
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)$531.3K total assets
Net assets$531.3KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $531,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $531,251
- Net assets (BOY)
- $1,301,218
Income & contributions
- Total contributions
- $0
- Total income / additions
- $137,614
Expenses & distributions
- Benefits paid
- $882,987
- Administrative expenses
- $22,926
- Total expenses
- $907,581
- Net increase / (decrease)
- -$769,967
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.
Total expenses ÷ net assets171%Computed ratio
Benefits paid ÷ total income642%Computed ratio
Provider comp. ÷ net assets5%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Benefit Services LLC | TPA | $13,196 | $141 | 2023 |
| Nationwide | RECORDKEEPER | $4,340 | $1,213 | 2023 |
| Pensionmark Financial Group LLC | ADVISOR | $4,861 | not reported in the loaded dataset | 2023 |
| Hanlon Investment Management, Inc. | ADVISOR | $522 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Health Employment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Green Valley, AZ
- National Benefit Services LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Hanlon Investment Management, Inc. — Schedule C compensation