Ampla Health Retirement Plan — Form 5500 plan (Ampla Health)
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, Ampla Health Retirement Plan is a benefit plan reported by Ampla Health under EIN 94-2210447 and plan number 002. The latest loaded filing year is 2023. The filing reports 796 participants and $24,337,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ampla Health
- EIN
- 94-2210447
- Plan number
- 002
- Plan type
- 2
- Location
- Yuba City, CA
- Latest filing year
- 2023
- Participants
- 796
- End-of-year plan assets
- $24,337,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 796 | H, C | 20241012193122NAL0047641074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,337,131
- Total liabilities (EOY)
- $6,175
- Net assets (EOY)
- $24,330,956
- Net assets (BOY)
- $21,269,564
Income & contributions
- Employer contributions
- $1,569,109
- Participant contributions
- $2,156,215
- Total contributions
- $4,341,772
- Total income / additions
- $7,632,688
Expenses & distributions
- Benefits paid
- $4,455,872
- Administrative expenses
- $115,424
- Total expenses
- $4,571,296
- Net increase / (decrease)
- $3,061,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $75,408 | not reported in the loaded dataset | 2023 |
| Associated Pension Consultants | NONE | $59,390 | not reported in the loaded dataset | 2023 |
| John Hancock Trust Company LLC | NONE | $22,757 | not reported in the loaded dataset | 2023 |