Health One Alliance, LLC Employees Savings Trust — Form 5500 plan (Health One Alliance, 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, Health One Alliance, LLC Employees Savings Trust is a benefit plan reported by Health One Alliance, LLC under EIN 58-2164837 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $10,373,466 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health One Alliance, LLC
EIN
58-2164837
Plan number
001
Plan type
2
Location
Dalton, GA
Latest filing year
2023
Participants
284
End-of-year plan assets
$10,373,466

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023284H, C20241015205310NAL0030897185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,373,466
Total liabilities (EOY)
$0
Net assets (EOY)
$10,373,466
Net assets (BOY)
$8,055,189

Income & contributions

Employer contributions
$540,458
Participant contributions
$1,040,636
Total contributions
$1,694,234
Total income / additions
$3,114,971

Expenses & distributions

Benefits paid
$787,236
Administrative expenses
$9,458
Total expenses
$796,694
Net increase / (decrease)
$2,318,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$6,666$02023
Empower Advisory Group, LLCINVESTMENT MGMT$6,045not reported in the loaded dataset2023

Related Form 5500 pages