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Patient Engagement Advisors, LLC

Details

Name: Patient Engagement Advisors, LLC
Jurisdiction: Alabama
Legal type: Foreign Limited Liability Company
Status: Exists
Date of registration: 12 Mar 2008 (17 years ago)
Entity Number: 000-620-298
Register Number: 000620298
County: Shelby
Place of Formation: Missouri
Principal Address: 4891 REYNOLDS LANEVESTAVIA HILLS, AL 35242
Principal Address ZIP Code: 35242

Activities CONSULTING

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PATIENT ENGAGEMENT ADVISORS 401(K) PLAN 2023 262292807 2024-04-17 PATIENT ENGAGEMENT ADVISORS, LLC 99
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2052180537
Plan sponsor’s address 3179 GREEN VALLEY ROAD, SUITE 501, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2024-04-17
Name of individual signing JEFF MORELAND
PATIENT ENGAGEMENT ADVISORS 401(K) PLAN 2021 262292807 2022-06-03 PATIENT ENGAGEMENT ADVISORS, LLC 105
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2053061498
Plan sponsor’s address 3179 GREEN VALLEY ROAD, SUITE 501, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2022-06-03
Name of individual signing JEFF MORELAND
PATIENT ENGAGEMENT ADVISORS 401(K) PLAN 2020 262292807 2021-04-06 PATIENT ENGAGEMENT ADVISORS, LLC 84
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2053061498
Plan sponsor’s address 3179 GREEN VALLEY ROAD, SUITE 501, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2021-04-06
Name of individual signing JEFF MORELAND
PATIENT ENGAGEMENT ADVISORS 401(K) PLAN 2019 262292807 2020-04-17 PATIENT ENGAGEMENT ADVISORS, LLC 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2053061498
Plan sponsor’s address 3179 GREEN VALLEY ROAD, SUITE 501, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2020-04-17
Name of individual signing JEFF MORELAND
PATIENT ENGAGEMENT ADVISORS 401(K) PLAN 2018 262292807 2019-05-31 PATIENT ENGAGEMENT ADVISORS, LLC 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2052180537
Plan sponsor’s address 3179 GREEN VALLEY ROAD, SUITE 501, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2019-05-31
Name of individual signing JEFF MORELAND
PATIENT ENGAGEMENT ADVISORS 401(K) PLAN 2017 262292807 2018-07-11 PATIENT ENGAGEMENT ADVISORS, LLC 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 2052180537
Plan sponsor’s address 3179 GREEN VALLEY ROAD, SUITE 501, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2018-07-11
Name of individual signing JEFF MORELAND
PATIENT ENGAGEMENT ADVISORS 401(K) PLAN 2016 262292807 2017-10-16 PATIENT ENGAGEMENT ADVISORS, LLC 91
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541600
Sponsor’s telephone number 2052180537
Plan sponsor’s address 3179 GREEN VALLEY ROAD, SUITE 501, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing JEFF MORELAND
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing JEFF MORELAND
PATIENT ENGAGEMENT ADVISORS 401(K) PLAN 2015 262292807 2016-10-17 PATIENT ENGAGEMENT ADVISORS, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2059688060
Plan sponsor’s address 3179 GREEN VALLEY ROAD, SUITE 501, BIRMINGHAM, AL, 35243

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing JEFF MORELAND
Role Employer/plan sponsor
Date 2016-10-17
Name of individual signing JEFF MORELAND

Agent

Name Role
MORELAND, JEFF Agent

Related by officers

MORELAND, JEFF

KL Charlton, LLC PEA Benefits, LLC Patient IQ, LLC Engagement Vault, LLC uVitality, LLC

Related by address

4891 REYNOLDS LANEVESTAVIA HILLS, AL 35242

KL Charlton, LLC PEA Benefits, LLC Patient IQ, LLC Engagement Vault, LLC uVitality, LLC

Date of last update: 15 Aug 2024

Sources: Alabama Secretary of State

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