How big is Inhealth MD Alliance, LLC's plan?

Inhealth MD Alliance, LLC's plan reported $11.9M in assets and 399 participants for 2023.

Original filing (PDF)20241008131210NAL0009690195001

Inhealth MD Alliance, LLC

Name: Inhealth MD Alliance, LLC — IMA 401(k) Plan, Form 5500 (2023)
Creator: Inhealth MD Alliance, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

IMA 401(k) Plan

401(k) retirement plan · Inhealth MD Alliance, LLC's IMA 401(k) Plan held $11.9M in plan assets for 399 participants in 2023, with The Standard (StanCorp) as recordkeeper.

Active participants

399

Accounts w/ balance

288

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

Plan identifiers

Inhealth MD Alliance, LLC's EIN is 27-3619901.

EIN 27-3619901

Plan number 002

Plan year 2023

ACK ID 20241008131210NAL0009690195001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Inhealth MD Alliance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Inhealth MD Alliance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INHEALTH MD ALLIANCE, LLC.

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How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

INHEALTH MD ALLIANCE, LLC

EIN

all filings

Address

6675 WESTWOOD BLVD, SUITE 475 · ORLANDO, FL · 32821

Phone

(407) 845-0393

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ASSURANCE DIMENSIONS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$41K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTA ADVISORY SERVICES, LLC	47-1566880	—	NONE	$22K	—

Investments

21 direct securities· $11.9M(100% of reported assets)

Mutual Funds

$4.7M

9 holdings

Other securities

$3.8M

9 holdings

Common Collective Trusts

$2.1M

1 holding

Common Stocks

$1.1M

1 holding

Bonds / Notes

$290K

1 holding

					% of plan
JPMORGAN CORE PLUS BOND R6	Other securities	—	—	$2.1M	18.0%
FIDELITY 500 INDEX FUND	Common Collective Trusts	—	—	$2.1M	17.4%
MFS INTERNATIONAL DIVERSIFICATION FUND CLASS R6	Mutual Funds	—	—	$1.7M	14.3%
STANDARD INS CO STABLE ASSET FUND D	Common Stocks	—	—	$1.1M	9.1%
VANGUARD GROWTH INDEX ADM	Mutual Funds	—	—	$1.0M	8.8%
JPMORGAN EQUITY INCOME R6	Other securities	—	—	$1.0M	8.4%
JANUS BALANCED N	Mutual Funds	—	—	$717K	6.0%
FIDELITY SMALL CAP INDEX FD INSTL PREMIUM CL	Mutual Funds	—	—	$613K	5.1%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL	Mutual Funds	—	—	$391K	3.3%
WELLS FARGO ADVANTAGE SPEC MD CP VAL R6	Other securities	—	—	$367K	3.1%
Notes receivable from participants (3.25%-8.50%)	Bonds / Notes	—	—	$290K	2.4%
BLACKROCK LIFEPATH INDEX 2055 K	Other securities	—	—	$134K	1.1%
FIDELITY BLUE CHIP GROWTH	Mutual Funds	—	—	$132K	1.1%
BLACKROCK LIFEPATH INDEX 2065 K	Other securities	—	—	$129K	1.1%
FIDELITY MID CAP INDEX FD	Mutual Funds	—	—	$38K	0.3%
VANGUARD TOTAL BOND MARKET INDEX ADM	Mutual Funds	—	—	$26K	0.2%
WELLS FARGO ADVANTAGE DISCOVERY R6	Other securities	—	—	$15K	0.1%
BLACKROCK EMERGING MKTS K	Other securities	—	—	$9K	<0.1%
JPMORGAN INTERNATIONAL EQUITY R6	Other securities	—	—	$9K	<0.1%
HARTFORD CORE EQUITY FD CL R6	Other securities	—	—	$1K	<0.1%
AMERICAN FUNDS CAPITAL WORLD BOND R6	Mutual Funds	—	—	$1K	<0.1%