Ethos Holding Corp. — 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, Ethos Holding Corp. (EIN 27-3012584) is a plan sponsor located in Newport, KY 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
27-3012584
Location
Newport, KY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,416,310
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,416,310

Contributions & income

Employer contributions
$440,432
Participant contributions
$646,018
Total income / additions
$1,925,518

Expenses & distributions

Benefits paid / distributions
$1,011,018
Total expenses
$1,016,918
Net increase / (decrease)
$908,600

Coverage

Total reported participants
516
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

Ethos Holding Corp. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ethos Holding Corp 401k & Profit Sharing Plan001336$5,416,3102023
Ethos Holding Corp Welfare Benefit Plan502180not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ethos Holding Corp.
YearPlanParticipantsSchedulesFiling
2023Ethos Holding Corp Welfare Benefit Plan18020240924130604NAL0004707651001
2023Ethos Holding Corp 401k & Profit Sharing Plan336H, C20241205141521NAL0003102339001

Related Form 5500 pages