Articularis Healthcare Retirement Plan — Form 5500 plan (Articularis Healthcare Group, 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, Articularis Healthcare Retirement Plan is a benefit plan reported by Articularis Healthcare Group, Inc. under EIN 57-1099718 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $26,964,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Articularis Healthcare Group, Inc.
- EIN
- 57-1099718
- Plan number
- 001
- Plan type
- 2
- Location
- Summerville, SC
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $26,964,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241015105933NAL0014444691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,964,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,964,343
- Net assets (BOY)
- $21,495,089
Income & contributions
- Employer contributions
- $1,715,912
- Participant contributions
- $1,329,460
- Total contributions
- $3,191,141
- Total income / additions
- $6,378,014
Expenses & distributions
- Benefits paid
- $820,103
- Administrative expenses
- $81,228
- Total expenses
- $908,760
- Net increase / (decrease)
- $5,469,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,402 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $25,570 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,722 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $9,925 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Articularis Healthcare Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Summerville, SC
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation