Affordable Care, LLC Multiple Employer 401k Plan — Form 5500 plan (Affordable Care, 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, Affordable Care, LLC Multiple Employer 401k Plan is a benefit plan reported by Affordable Care, LLC under EIN 56-1505559 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,434 participants and $213,522,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Affordable Care, LLC
EIN
56-1505559
Plan number
001
Plan type
3
Location
Morrisville, NC
Latest filing year
2023
Participants
4,434
End-of-year plan assets
$213,522,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,434H, C20241011161641NAL0011164659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$213,522,648
Total liabilities (EOY)
$0
Net assets (EOY)
$213,522,648
Net assets (BOY)
$179,367,836

Income & contributions

Employer contributions
$7,141,235
Participant contributions
$13,757,580
Total contributions
$22,670,448
Total income / additions
$55,567,870

Expenses & distributions

Benefits paid
$21,017,961
Administrative expenses
$352,000
Total expenses
$21,413,058
Net increase / (decrease)
$34,154,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$283,145$02023
Capfinancial Partners, LLCNONE$50,345not reported in the loaded dataset2023
Blackman & SloopNONE$23,000not reported in the loaded dataset2023

Related Form 5500 pages