Plan5500

American Health Benefit Trust — Form 5500 plan (Ventura Services, 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, American Health Benefit Trust is a benefit plan reported by Ventura Services, LLC under EIN 83-4475178 and plan number 501. The latest loaded filing year is 2023. The filing reports 128 participants and $2,890,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ventura Services, LLC
EIN
83-4475178
Plan number
501
Plan type
2
Location
Uniondale, NY
Latest filing year
2023
Participants
128
End-of-year plan assets
$2,890,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20250616140300NAL0000500211002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,890,950
Total liabilities (EOY)
$721,736
Net assets (EOY)
$2,169,214
Net assets (BOY)
$989,701

Income & contributions

Employer contributions
$3,383,804
Participant contributions
$355,409
Total contributions
$3,739,213
Total income / additions
$3,739,213

Expenses & distributions

Benefits paid
$2,290,143
Administrative expenses
$269,557
Total expenses
$2,559,700
Net increase / (decrease)
$1,179,513

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Plan AdministratorsCONTRACT ADMINISTRATOR$104,931not reported in the loaded dataset2023
Eagle North LLCTHIRD PARTY ADMINISTRATOR$103,908not reported in the loaded dataset2023
Smith RxPRESCRIPTION DRUG VENDOR$16,323not reported in the loaded dataset2023
Fasten HalberstamPLAN AUDITOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages