Retirement plan

ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Name: ASTRANA HEALTH MANAGEMENT, INC. - ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN (2024) Form 5500
Creator: ASTRANA HEALTH MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN, ASTRANA HEALTH MANAGEMENT, INC.

ASTRANA HEALTH MANAGEMENT, INC.EIN 95-4472349Plan #001PY 2024

1668 SOUTH GARFIELD AVE, 2ND FLOOR - ALHAMBRA, CA 91801626-282-0288

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed October 17, 2023 (most recent of 2 filings on file)

Plan administrator

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1668 S Garfield Avenue, 2nd Floor

Alhambra, CA 91801

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Plans declared (1)

Apollo Medical Holdings, Inc. Nonqualified Deferred Compensation Plan100 emp

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Total assets (EOY)

$29.7M

+40.4% from 2023

Total participants

1,495

+45.9% from 2023

Average account balance

$32,760

+11.0% from 2023

Annual return

21.87%

-1.59 pp from 2023

Benchmarks

See 1,429 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,429 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$29.75M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$33K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

908

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

52.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$16

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 34-1542819 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081	Other Commissions	$54,827
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 13-5657518 85 BROAD ST · NEW YORK, NY 10004	Advisory (Plan)	$9,239
INTERNATIONAL BENEFIT PLANNERS1 year Service code 13 E COLORADO BLVD · PASADENA, CA 91107	Contract Administrator	$4,776
BENEFIT EQUITY, INC.1 year Filed as: BENEFIT EQUITY INC Service code 13 · EIN 33-0384246 525 N CABRILLO PARK DR., · SANTA ANA, CA 92701	Contract Administrator	$1,365
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$691

Plan features & details

Pension benefit codes2E2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$14K

$12 / participant

Recordkeeping$14K100.0%

% of EOY assets

0.048%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LSL,LLP
Auditor EIN: 922700123
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,760

$53,204-38.4%

$155,556-78.9%

$200,096-83.6%

Participation rate

52.0%

64.1%-12.1pp

78.2%-26.3pp

72.0%-20.1pp

Annual return

21.87%

41.02%-19.1pp

64.84%-43.0pp

34.26%-12.4pp

Employer contribution / active EE

$819

$1,850-55.7%

$4,675-82.5%

$3,038-73.0%

Participant deferral / active EE

$3,291

$3,163+4.0%

$5,631-41.6%

$5,090-35.3%

Admin fee / account holder

$16

$186-91.6%

$15,885-99.9%

$269-94.2%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO CLEARING SERVICES LLC

Service code 55 · EIN 34-1542819

401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081

Other Commissions

$54,827

OPPENHEIMER1 year

Filed as: OPPENHEIMER & CO INC

Service code 27 · EIN 13-5657518

85 BROAD ST · NEW YORK, NY 10004

Advisory (Plan)

$9,239

INTERNATIONAL BENEFIT PLANNERS1 year

Service code 13

E COLORADO BLVD · PASADENA, CA 91107

Contract Administrator

$4,776

BENEFIT EQUITY, INC.1 year

Filed as: BENEFIT EQUITY INC

Service code 13 · EIN 33-0384246

525 N CABRILLO PARK DR., · SANTA ANA, CA 92701

Contract Administrator

$1,365

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$691

ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion