Tax Deferred Annuity Plan Of Community Health Alliance — Form 5500 plan (Community Health Alliance)
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, Tax Deferred Annuity Plan Of Community Health Alliance is a benefit plan reported by Community Health Alliance under EIN 88-0293149 and plan number 002. The latest loaded filing year is 2023. The filing reports 352 participants and $4,295,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Health Alliance
- EIN
- 88-0293149
- Plan number
- 002
- Plan type
- 2
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $4,295,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20240927121803NAL0001056451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,295,948
- Total liabilities (EOY)
- $676
- Net assets (EOY)
- $4,295,272
- Net assets (BOY)
- $3,776,661
Income & contributions
- Participant contributions
- $712,786
- Total contributions
- $829,097
- Total income / additions
- $1,436,933
Expenses & distributions
- Benefits paid
- $871,023
- Administrative expenses
- $47,299
- Total expenses
- $918,322
- Net increase / (decrease)
- $518,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $25,549 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $13,172 | not reported in the loaded dataset | 2023 |
| Associated Pension Consultants | CONTRACT ADMIN | $11,191 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Health Alliance
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Reno, NV
- Empower Annuity Ins Co Of America — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Associated Pension Consultants — Schedule C compensation