Motivhealth Insurance Company — 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, Motivhealth Insurance Company (EIN 47-3906935) is a plan sponsor located in South Jordan, UT 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
47-3906935
Location
South Jordan, UT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,773,474
Total reported liabilities (EOY)
$2,314
Total reported net assets (EOY)
$3,771,160

Contributions & income

Employer contributions
$349,064
Participant contributions
$660,596
Total income / additions
$1,546,238

Expenses & distributions

Benefits paid / distributions
$507,104
Total expenses
$528,296
Net increase / (decrease)
$1,017,942

Coverage

Total reported participants
343
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

Motivhealth Insurance Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Healthequity Retirement Services Plan-Motivhealth Insurance Company001213$3,773,4742023
Motivhealth Insurance Company Welfare Benefit Plan501130not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Motivhealth Insurance Company
YearPlanParticipantsSchedulesFiling
2023Motivhealth Insurance Company Welfare Benefit Plan13020240715171954NAL0001093187001
2023Healthequity Retirement Services Plan-Motivhealth Insurance Company213H, C20241014172849NAL0013688275001

Related Form 5500 pages