How many benefit plans does Healthplanone, LLC report on Form 5500?

Healthplanone, LLC (EIN 20-4098658) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Healthplanone, LLC?

The Employer Identification Number (EIN) reported for Healthplanone, LLC is 20-4098658.

What is the latest Form 5500 filing year for Healthplanone, LLC?

The latest loaded Form 5500 filing year for Healthplanone, LLC is 2023.

Healthplanone, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Healthplanone, LLC (EIN 20-4098658) is a plan sponsor located in Trumbull, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-4098658
Location: Trumbull, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,026,259
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $17,026,259

Contributions & income

Employer contributions: $896,052
Participant contributions: $2,694,985
Total income / additions: $5,971,691

Expenses & distributions

Benefits paid / distributions: $1,661,976
Total expenses: $1,784,916
Net increase / (decrease): $4,186,775

Coverage

Total reported participants: 2,387
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Healthplanone, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Healthplanone, LLC 401(K) Plan	001	1,497	$17,026,259	2023
Healthplanone, LLC Health And Welfare Plan	503	890	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Healthplanone, LLC
Year	Plan	Participants	Schedules	Filing
2023	Healthplanone, LLC Health And Welfare Plan	890	—	20240930090041NAL0009852816001
2023	Healthplanone, LLC 401(K) Plan	1,497	H, C	20241002175733NAL0015745808001