Plan5500

Whole Family Health Center — 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, Whole Family Health Center (EIN 65-0715258) is a plan sponsor located in Vero Beach, FL with 5 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
65-0715258
Location
Vero Beach, FL
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Whole Family Health Center

  • 6 loaded plans hold $5M in reported assets.
  • The largest, Employee Benefit Plan Of Whole Family Health Center, Inc., holds 100% of this company's reported plan assets.
  • Plans cover 722 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$4,964,827
Total reported assets$5M$4,964,827
Total reported participants722
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$5MLiabilities$0
Contributions & income
Employer contributions$139.6K
Participant contributions$605.1K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$189.8K
Total expenses$190.5K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Employee Benefit Plan Of Whole Family Health Center, Inc.
Participants per plan120Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Employee Benefit Plan Of Whole Family Health Center, Inc.$5M
    Plan #001 · 141 participants · 2023
  2. 2
    Basic Life Plannot reported in the loaded dataset
    Plan #504 · 127 participants · 2023
  3. 3
    Long Term Disability Plannot reported in the loaded dataset
    Plan #505 · 127 participants · 2023
  4. 4
    Dental Plannot reported in the loaded dataset
    Plan #502 · 111 participants · 2023
  5. 5
    Vision Plannot reported in the loaded dataset
    Plan #503 · 111 participants · 2023
  6. 6
    Medical Plannot reported in the loaded dataset
    Plan #501 · 105 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Whole Family Health Center. Open one for its full reported snapshot.

  1. 2023
    Medical Plan105 participants · 2No schedules
    View filing →
  2. 2023
    Employee Benefit Plan Of Whole Family Health Center, Inc.141 participants · 2Sch HSch C
    View filing →
  3. 2023
    Dental Plan111 participants · 2No schedules
    View filing →
  4. 2023
    Vision Plan111 participants · 2No schedules
    View filing →
  5. 2023
    Basic Life Plan127 participants · 2No schedules
    View filing →
  6. 2023
    Long Term Disability Plan127 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Whole Family Health Center report on Form 5500?
Whole Family Health Center (EIN 65-0715258) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Whole Family Health Center?
The Employer Identification Number (EIN) reported for Whole Family Health Center is 65-0715258.
What is the latest Form 5500 filing year for Whole Family Health Center?
The latest loaded Form 5500 filing year for Whole Family Health Center is 2023.

Related Form 5500 pages