Retirement Plan For Employees Of Kintegra Health — Form 5500 plan (Gaston Family Health Services, Inc. D.B.A. Kintegra Health)

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, Retirement Plan For Employees Of Kintegra Health is a benefit plan reported by Gaston Family Health Services, Inc. D.B.A. Kintegra Health under EIN 58-1958398 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,024 participants and $43,420,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gaston Family Health Services, Inc. D.B.A. Kintegra Health
EIN
58-1958398
Plan number
002
Plan type
2
Location
Gastonia, NC
Latest filing year
2023
Participants
1,024
End-of-year plan assets
$43,420,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,024H, C20241014120210NAL0027218689002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,420,607
Net assets (EOY)
$43,420,607
Net assets (BOY)
$33,682,702

Income & contributions

Employer contributions
$3,243,601
Participant contributions
$2,572,997
Total contributions
$6,608,037
Total income / additions
$12,481,328

Expenses & distributions

Benefits paid
$2,606,642
Administrative expenses
$136,721
Total expenses
$2,743,423
Net increase / (decrease)
$9,737,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$85,313$02023
Lpl Financial CorporationINVESTMENT ADVISOR$51,408not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages