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, Bankers Healthcare Group, LLC Employees' 401(K) Retirement Plan is a benefit plan reported by Bankers Healthcare Group, LLC under EIN 65-0376686 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,901 participants and $74,483,215 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,483,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,483,215
- Net assets (BOY)
- $56,155,187
Income & contributions
- Employer contributions
- $3,820,072
- Participant contributions
- $10,816,006
- Total contributions
- $16,045,796
- Total income / additions
- $26,604,398
Expenses & distributions
- Benefits paid
- $7,232,585
- Administrative expenses
- $36,478
- Total expenses
- $7,269,063
- Net increase / (decrease)
- $19,335,335