Healthnet Aeromedical Services 401(K) Plan — Form 5500 plan (Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services)
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, Healthnet Aeromedical Services 401(K) Plan is a benefit plan reported by Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services under EIN 55-0681969 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $6,640,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services
- EIN
- 55-0681969
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $6,640,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20240920081117NAL0007179729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,640,854
- Total liabilities (EOY)
- $9,878
- Net assets (EOY)
- $6,630,976
- Net assets (BOY)
- $5,117,895
Income & contributions
- Employer contributions
- $256,557
- Participant contributions
- $714,201
- Total contributions
- $1,006,210
- Total income / additions
- $1,986,528
Expenses & distributions
- Benefits paid
- $430,515
- Administrative expenses
- $32,152
- Total expenses
- $473,447
- Net increase / (decrease)
- $1,513,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axxcess Wealth Management LLC | INVESTMENT ADVISOR | $19,298 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting, LLC | TPA | $2,215 | $2,709 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,511 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,470 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthnet Aeromedical Services Inc Dba Healthnet Aeromedical Services
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Axxcess Wealth Management LLC — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation