The Brevard Health Alliance, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Brevard Health Alliance, Inc.)

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, The Brevard Health Alliance, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Brevard Health Alliance, Inc. under EIN 90-0068515 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $14,726,467 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Brevard Health Alliance, Inc.
EIN
90-0068515
Plan number
001
Plan type
2
Location
West Melbourne, FL
Latest filing year
2023
Participants
476
End-of-year plan assets
$14,726,467

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20241007111019NAL0007514147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,726,467
Total liabilities (EOY)
$0
Net assets (EOY)
$14,726,467
Net assets (BOY)
$10,700,601

Income & contributions

Employer contributions
$920,700
Participant contributions
$1,983,316
Total contributions
$2,998,221
Total income / additions
$5,130,672

Expenses & distributions

Benefits paid
$1,104,707
Administrative expenses
$99
Total expenses
$1,104,806
Net increase / (decrease)
$4,025,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$100$02023

Related Form 5500 pages