Plan5500

Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions — Form 5500 plan (Emeriti Retirement Health Solutions)

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, Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions is a benefit plan reported by Emeriti Retirement Health Solutions under EIN 57-1194227 and plan number 510. The latest loaded filing year is 2023. The filing reports 11 participants and $169,799 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$169.8KPlan net assets, end of year$169,799
Participants11Covered participants reported
Assets / participant$15.4KComputed: assets ÷ participants$15,436 (computed)
Provider compensationNone reported
Plan sponsor
Emeriti Retirement Health Solutions
EIN
57-1194227
Plan number
510
Plan type
2
Location
Miami, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    11 participants · 2Sch I
    View filing →
Schedule I · 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)$169.8K total assets
Net assets$169.8KLiabilities—
Money in vs. money out
Total income / additions$29.8K
Total expenses$16.1K
Benefits paid / distributions$15.3K
Contributions
Employer$7.1K
Participant$3.2K
Full reported line items

Net assets

Total assets (EOY)
$169,799
Net assets (EOY)
$169,799
Net assets (BOY)
$156,156

Income & contributions

Employer contributions
$7,149
Participant contributions
$3,209
Total income / additions
$29,793

Expenses & distributions

Benefits paid
$15,279
Total expenses
$16,150
Net increase / (decrease)
$13,643
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.

Contribution share (employer vs. participant)
Employer 69%Participant 31%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions?
Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions is reported as sponsored by Emeriti Retirement Health Solutions (EIN 57-1194227, plan number 510) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions?
The latest Form 5500 filing year loaded for Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions is 2023.
How many participants does Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions report?
Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions reports 11 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions?
Emeriti Retiree Health Plan For Emeriti Retirement Health Solutions reports $169,799 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages