Volare Health LLC 401(K) Plan — Form 5500 plan (Volare Health 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, Volare Health LLC 401(K) Plan is a benefit plan reported by Volare Health LLC under EIN 88-2124963 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,246 participants and $7,819,977 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Volare Health LLC
EIN
88-2124963
Plan number
001
Plan type
2
Location
Eugene, OR
Latest filing year
2023
Participants
1,246
End-of-year plan assets
$7,819,977

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,246H, C20250925084628NAL0008337425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,819,977
Total liabilities (EOY)
$1,492
Net assets (EOY)
$7,818,485
Net assets (BOY)
$0

Income & contributions

Participant contributions
$1,486,973
Total contributions
$1,623,232
Total income / additions
$2,313,486

Expenses & distributions

Benefits paid
$293,768
Administrative expenses
$50,912
Total expenses
$344,680
Net increase / (decrease)
$1,968,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Soltis Investment Advisors, LLCINVESTMENT ADVISOR$29,320not reported in the loaded dataset2023
Pcs Retirement LLCCONTRACT ADMINISTRATOR$26,942not reported in the loaded dataset2023

Related Form 5500 pages