Department of Labor filing

RELIANCE HEALTH, INC.

THE RELIANCE HEALTH PENSION PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

15filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$470

Reported employer contributions per active participant.

Higher than about 8% of comparable plans

#People in the filing

266

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$181 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 32% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202415out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions8th percentileTypical peer $2,620 · based on 595 comparable plans

Lower reported administrative expense32nd percentileTypical peer $101 · based on 590 comparable plans

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

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, RELIANCE HEALTH, INC. reported $125,132 in employer contributions across the plan and 266 active participants. That works out to $470 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy62%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 2.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 8.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context15/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $125,132
Participant contributions: $431,264
Other contributions: $3,279
Employer share of reported contributions: 22.5%
Beginning assets: $6,381,433
Ending assets: $7,416,126
Ending net assets: $7,416,126
Ending liabilities: $0
Total income: $1,547,660
Total expenses: $512,967
Administrative expenses: $74,317
Participant loans: $161,944

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$480

2023

$513

2024

$470

Plan-paid administrative expenses per participant

2022

$168

2023

$168

2024

$181

Active participants

2022

241

2023

248

2024

266

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$470	266	7.4M	20250910140623NAL0035154960001
2023	$513	248	6.4M	20240806102242NAL0003784464001
2022	$480	241	5.1M	20231004144319NAL0041039858001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 061011343-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2000
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20250910140623NAL0035154960001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗