Original filing (PDF)20241119132835NAL0005756882001

AFFINITY HEALTH PLAN

Name: AFFINITY HEALTH PLAN — AFFINITY HEALTH PLAN RETIREMENT PLAN, Form 5500 (2022)
Creator: AFFINITY HEALTH PLAN

Form 5500

FILING_RECEIVED

AFFINITY HEALTH PLAN RETIREMENT PLAN

403(b) retirement plan

Signals · 2

Late filing · 12.1 moLate participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 12.1 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 7K.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFINITY HEALTH PLAN.

Plan sponsor

Name

AFFINITY HEALTH PLAN

EIN

13-3330672all filings

Address

AFFINITY LEGACY, INC. · 2885 DILL PLACE · BRONX, NY · 10465

Phone

(347) 831-1657

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-11-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$5K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.