Hba Health Systems, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Hba Health Systems, 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, Hba Health Systems, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Hba Health Systems, LLC under EIN 65-1033991 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,323 participants and $47,258,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hba Health Systems, LLC
- EIN
- 65-1033991
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 1,323
- End-of-year plan assets
- $47,258,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,323 | H, C | 20241014171555NAL0015351283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,258,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,258,912
- Net assets (BOY)
- $41,570,389
Income & contributions
- Employer contributions
- $311,003
- Participant contributions
- $2,620,087
- Total contributions
- $2,936,702
- Total income / additions
- $8,866,840
Expenses & distributions
- Benefits paid
- $3,093,038
- Administrative expenses
- $63,691
- Total expenses
- $3,178,317
- Net increase / (decrease)
- $5,688,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $50,981 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $32,493 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,710 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $9,358 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hba Health Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation