Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

2 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansEIN 260725535Clear all

Plans

  • planHealthtrio LLC 401(K) PlanFinancial statementProvider compensation2023 filing
    $9.8Mreported assets (EOY)
    Sponsor: Healthtrio LLCEIN: 26-0725535Plan: 001Participants: 151Assets: $9,765,381Net assets: $9.8MAssets / participant: $64.7KLocation: Los Angeles, CALatest: 2023
    View financial statement →
  • planHealthtrio LLC Welfare PlanProvider compensation2023 filing
    Sponsor: Healthtrio LLCEIN: 26-0725535Plan: 501Participants: 285Assets: not reported in the loaded datasetLocation: Tucson, AZLatest: 2023
    View plan profile →