Pruitthealth, Inc. Employees 401(K) Plan And Hero Fund — Form 5500 plan (Pruitthealth, 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, Pruitthealth, Inc. Employees 401(K) Plan And Hero Fund is a benefit plan reported by Pruitthealth, Inc. under EIN 58-1295697 and plan number 003. The latest loaded filing year is 2023. The filing reports 25,361 participants and $241,805,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pruitthealth, Inc.
EIN
58-1295697
Plan number
003
Plan type
2
Location
Norcross, GA
Latest filing year
2023
Participants
25,361
End-of-year plan assets
$241,805,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325,361H, C20241015154220NAL0028975873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$241,805,827
Total liabilities (EOY)
$0
Net assets (EOY)
$241,805,827
Net assets (BOY)
$217,971,614

Income & contributions

Employer contributions
$917,881
Participant contributions
$15,030,821
Total contributions
$16,831,396
Total income / additions
$54,832,666

Expenses & distributions

Benefits paid
$29,726,264
Administrative expenses
$1,272,189
Total expenses
$30,998,453
Net increase / (decrease)
$23,834,213

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$1,053,019not reported in the loaded dataset2023
Morgan StanleyNONE$128,015not reported in the loaded dataset2023
Matrix Trust CompanyNONE$91,155$02023

Related Form 5500 pages