Plan Snapshot
- Plan Sponsor: Aprio Holdings LLC
- Sponsor EIN: 582487348
- Sponsor Address: 2002 SUMMIT BOULEVARD, ATLANTA, GA, 30319
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,872
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,872 | $0 | $0 | $0 |
| 2024 | 1,233 | $0 | $0 | $0 |
| 2023 | 720 | $0 | $0 | $0 |
| 2022 | 674 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALLEGIANCE BENEFIT PLAN MANAGEMENT | Other Service Provider | $363,521 | $11,975 | $375,496 |
| ALLEGIANCE CARE MANAGEMENT INC | Other Service Provider | $38,298 | — | $38,298 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $413,794
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |