Department of Labor filing

LISA S. BALL FAMILY HEALTH NP PLLC

LISA S. BALL FAMILY HEALTH RETIREMENT PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 8, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and a documented vesting schedule. Reported employer contributions are around the middle of comparable plans.

67Strong plan health
high confidence
See what drives the plan health score
Employer contributions versus peers54/10030% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness75/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

distributions (“RMDs”), special distribution provisions (related to emergency and domestic abuse victims), Roth accounts, surviving spouse treatment, Roth catch-up contributions, matching contributions for student loan repayments, mandatory distribution limits for terminated employee account balances, employer-offered emergency savings accounts and plan corrections for elective deferrals.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

03 · VestingOfficial filing detail

t to the restrictions noted in the Company Stock paragraph below.

04 · Fees and expensesOfficial filing detail

96 Total additions ​ ​ 354,932,877 ​ ​ 364,073,267 ​ ​ ​ ​ ​ ​ ​ Deductions: ​ ​ ​ ​ ​ ​ Distributions to participants and loans deemed distributed ​ ​ 413,884,743 ​ ​ 849,904,874 Administrative expenses ​ ​ 1,195,852 ​ ​ 1,185,480 Total deductions ​ ​ 415,080,595 ​ ​ 851,090,354 ​ ​ ​ ​ ​ ​ ​ Net (decrease) in net assets ​ ​ ( 60,147,718 ) ​ ​ ( 487,017,087 ) ​ ​ ​ ​ ​ ​ ​ Net assets available for benefits: ​ ​ ​ ​ ​ ​ Beginning of the year ​ ​ 2,319,532,435 ​ ​ 2,806,549,522 End of the year ​ $ 2,259,384,717 ​ $ 2,319,532,435 ​ See accompanying Notes to Financial Statements ​ ​ 4 ​ Table of Contents BALL CORPORATION 401(k) and Employee Stock Ownership Plan Notes to Financial Statements December 31, 2025 and 2024 Note 1–Description of the Plan ​ The following is a brief description of the

06 · Eligibility and waiting periodafter three completed years of service

after three completed years of service

09 · Employer contribution vs. peers$2,084

Up 0.0% over the filing history shown.

What still needs verification

investment choices, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions54th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $71 · based on 50,652 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, LISA S. BALL FAMILY HEALTH NP PLLC reported $27,093 in employer contributions across this plan, or $2,084 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating13

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeNot enough history

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$27,093
$2,084 per active participant
Participant contributions
$76,336
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
26.2%
Active participants
13
Small plan
Total participants
18
17 at the beginning of the year
Ending assets
$1,111,161
$61,731 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$838,039
Ending net assets
$1,111,161
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$273,122
Total expenses
$0
Administrative expenses
Not reported
Not reported per active participant
Participant loans
$2,591
0.2% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$2,084
Administrative cost per participant
2025
Not reported
Active participants
2025
13
Total plan assets
2025
$1,111,161
Participant loans as a share of assets
2025
0.2%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$2,084131.1M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.2%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
822993849-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jul 1, 2019
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025BALL Corp — 11-K filed 2026-06-15
Official filing · details not yet checked
What it says about employer contributions

distributions (“RMDs”), special distribution provisions (related to emergency and domestic abuse victims), Roth accounts, surviving spouse treatment, Roth catch-up contributions, matching contributions for student loan repayments, mandatory distribution limits for terminated employee account balances, employer-offered emergency savings accounts and plan corrections for elective deferrals. All of the required provisions have been implemented as of the date the financial statements were available to be issued. ​ Effective January 1, 2024, the Administrative Services Agreement (“ASA”) between the Company and Voya Institutional Plan Services, LLC. was amended to address the collection and handling of float earnings. The float earnings are calculated based on the Plan’s monthly average check b

What it says about vesting

t to the restrictions noted in the Company Stock paragraph below. The Company contributions of this type were $ 905,971 in 2025 and $ 977,940 in 2024. ​ Vesting ​ Participants are fully vested in their own contributions and related earnings, any Company matching contributions and certain additional Company contributions, including related earnings. Vesting in the NECC is based on completed years of service. A participant becomes 100 percent vested in the NECC after three completed years of service. ​ Forfeitures ​ The forfeitures balance was $ 58,660 and $ 31,521 at December 31, 2025 and 2024, respectively. Forfeitures, if any, are used to pay plan expenses or reduce employer contributions. During 2025, $ 550,024 was used for employer contributions and $ 0 was used for expenses. During 202

What it says about automatic enrollment

t. Eligibility to participate in the Plan begins with the first day of employment. An eligible employee who does not make an election about his or her participation in the Plan is automatically enrolled 30 days after his or her eligibility date. ​ Employee Contributions ​ The Plan allows eligible participants to contribute a portion of their eligible pay to the Plan on a pre-tax basis and post-tax basis (“Roth”), within limits defined by the Plan. Such limits vary among certain employee classifications. Participants who have attained age 50 before the end of the Plan Year are eligible to make catch-up contributions, subject to annual Internal Revenue Code (“IRC”) limitations. In all cases, the maximum contribution for a participant may not exceed the annual maximum limits established under

What it says about fees

96 Total additions ​ ​ 354,932,877 ​ ​ 364,073,267 ​ ​ ​ ​ ​ ​ ​ Deductions: ​ ​ ​ ​ ​ ​ Distributions to participants and loans deemed distributed ​ ​ 413,884,743 ​ ​ 849,904,874 Administrative expenses ​ ​ 1,195,852 ​ ​ 1,185,480 Total deductions ​ ​ 415,080,595 ​ ​ 851,090,354 ​ ​ ​ ​ ​ ​ ​ Net (decrease) in net assets ​ ​ ( 60,147,718 ) ​ ​ ( 487,017,087 ) ​ ​ ​ ​ ​ ​ ​ Net assets available for benefits: ​ ​ ​ ​ ​ ​ Beginning of the year ​ ​ 2,319,532,435 ​ ​ 2,806,549,522 End of the year ​ $ 2,259,384,717 ​ $ 2,319,532,435 ​ See accompanying Notes to Financial Statements ​ ​ 4 ​ Table of Contents BALL CORPORATION 401(k) and Employee Stock Ownership Plan Notes to Financial Statements December 31, 2025 and 2024 Note 1–Description of the Plan ​ The following is a brief description of the

11-K · report period Dec 31, 2025UNITEDHEALTH GROUP INC — 11-K filed 2026-06-11
Official filing · details not yet checked
What it says about employer contributions

mployer of the Company and are automatically enrolled in the Plan as soon as administratively feasible after their hire date. Participants become eligible for employer safe harbor matching contributions once they are credited with one year of service. Employees whose employment is governed by the terms of a collective bargaining agreement (unless such collective bargaining agreement provides for the inclusion of those employees in the Plan), persons who the Company classifies as leased employees, and certain other classifications of employees are not eligible to participate in the Plan. Contributions Contributions to the Plan include (i) salary deferral contributions authorized by participants, (ii) matching contributions made by the Company, (iii) discretionary contributions made by the C

What it says about vesting

ve the right to individually select the percentage of their accounts to be invested among different classifications of investments made available to them. Vesting Participants are immediately vested in their salary deferral contributions, rollover contributions, and earnings thereon. Employer safe harbor contributions and discretionary contributions, if any, and earnings thereon vest in accordance with the provisions of the Plan as follows: Years of Service Vesting Less than 2 years 0 % 2 or more 100 % Notwithstanding the vesting schedule above, employer contributions, if any, will become fully vested (100%) upon the occurrence of any of the following events while the participant is employed by the Company: the participant’s death, disability, attainment of normal retirement age (age 65),

What it says about automatic enrollment

payroll period. Eligibility In general, eligible employees may make salary deferral contributions to the Plan upon employment with a participating employer of the Company and are automatically enrolled in the Plan as soon as administratively feasible after their hire date. Participants become eligible for employer safe harbor matching contributions once they are credited with one year of service. Employees whose employment is governed by the terms of a collective bargaining agreement (unless such collective bargaining agreement provides for the inclusion of those employees in the Plan), persons who the Company classifies as leased employees, and certain other classifications of employees are not eligible to participate in the Plan. Contributions Contributions to the Plan include (i) salar

What it says about fees

estment income 4,118,527 Interest income on notes receivable from participants 45,739 Dividends 7,151 Total additions 6,448,426 DEDUCTIONS: Benefits paid to participants 2,746,772 Administrative expenses 4,260 Net depreciation in fair value of investments 1,362 Total deductions 2,752,394 INCREASE IN NET ASSETS BEFORE PLAN TRANSFERS 3,696,032 NET TRANSFERS INTO THE PLAN (Note 10) 7,475 INCREASE IN NET ASSETS AVAILABLE FOR BENEFITS 3,703,507 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of year 26,620,354 End of year $ 30,323,861 See Notes to the Financial Statements. 3 Table of Contents UNITEDHEALTH GROUP 401(k) SAVINGS PLAN NOTES TO FINANCIAL STATEMENTS AS OF DECEMBER 31, 2025 AND 2024 AND FOR THE YEAR ENDED DECEMBER 31, 2025 1. DESCRIPTION OF PLAN The following description of the UnitedHea

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260708110512NAL0016274179001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗