Presbyterian Health Plan 401(K) Plan — Form 5500 plan (Presbyterian Health Plan, 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, Presbyterian Health Plan 401(K) Plan is a benefit plan reported by Presbyterian Health Plan, Inc. under EIN 94-3037165 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,872 participants and $155,718,743 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Presbyterian Health Plan, Inc.
EIN
94-3037165
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
2,872
End-of-year plan assets
$155,718,743

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,872H, C20240708082627NAL0018904464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$155,718,743
Total liabilities (EOY)
$0
Net assets (EOY)
$155,718,743
Net assets (BOY)
$125,996,619

Income & contributions

Employer contributions
$6,434,572
Participant contributions
$8,462,826
Total contributions
$16,944,068
Total income / additions
$40,315,654

Expenses & distributions

Benefits paid
$10,392,905
Administrative expenses
$147,388
Total expenses
$10,593,530
Net increase / (decrease)
$29,722,124

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$126,915$02023
RedwAUDITOR$20,473not reported in the loaded dataset2023

Related Form 5500 pages