Annuity Health Holdings LLC, 401(K) Retirement Savings Plan — Form 5500 plan (Annuity Health Holdings 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, Annuity Health Holdings LLC, 401(K) Retirement Savings Plan is a benefit plan reported by Annuity Health Holdings LLC under EIN 84-3803336 and plan number 003. The latest loaded filing year is 2023. The filing reports 503 participants and $4,031,288 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4MPlan net assets, end of year$4,031,288
Participants503Covered participants reported
Assets / participant$8KComputed: assets ÷ participants$8,014 (computed)
Provider compensation$39.5K2 Schedule C provider row(s)$39,468
- Plan sponsor
- Annuity Health Holdings LLC
- EIN
- 84-3803336
- Plan number
- 003
- Plan type
- 2
- Location
- Columbia, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20240924122442NAL0012770433001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,031,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,031,288
- Net assets (BOY)
- $3,175,563
Income & contributions
- Participant contributions
- $459,855
- Total contributions
- $551,655
- Total income / additions
- $1,115,388
Expenses & distributions
- Benefits paid
- $220,429
- Administrative expenses
- $39,234
- Total expenses
- $259,663
- Net increase / (decrease)
- $855,725
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,107 | $0 | 2023 |
| First Citizens Bank And Trust Compa | INVESTMENT ADVISORY | $12,127 | $234 | 2023 |