Altamed Health Services Corporation 403(B) Plan — Form 5500 plan (Altamed Health Services Corporation)

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, Altamed Health Services Corporation 403(B) Plan is a benefit plan reported by Altamed Health Services Corporation under EIN 95-2810095 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,466 participants and $210,974,375 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altamed Health Services Corporation
EIN
95-2810095
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
3,466
End-of-year plan assets
$210,974,375

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,466H, C20241015164912NAL0030398177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$210,974,375
Total liabilities (EOY)
$0
Net assets (EOY)
$210,974,375
Net assets (BOY)
$165,941,429

Income & contributions

Employer contributions
$8,518,484
Participant contributions
$17,760,454
Total contributions
$29,753,039
Total income / additions
$59,294,168

Expenses & distributions

Benefits paid
$13,669,442
Administrative expenses
$410,916
Total expenses
$14,261,222
Net increase / (decrease)
$45,032,946

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$201,152$02023
Nfp Retirement Inc.NONE$190,336not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,522$02023

Related Form 5500 pages