2023 Form 5500 filing — U.S. Healthcare, Inc. Retiree Health Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806155947NAL0002691825001) for U.S. Healthcare, Inc. Retiree Health Benefit Plan, reported by Aetna Inc. under EIN 23-2229683 and plan number 504. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806155947NAL0002691825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aetna Inc.
- EIN
- 23-2229683
- Plan number
- 504
- Location
- Hartford, CT
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,798,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,798,787
- Total income / additions
- $1,458,944
- Benefits paid
- $350,870
- Administrative expenses
- $194,830
- Total expenses
- $545,700
- Net increase / (decrease)
- $913,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors Trust | SUBSIDIARY OF TRUSTEE | $37,127 | $0 |
| Hooker & Holcombe Retirement Svcs | NONE | $32,717 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $29,321 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $8,100 | not reported in the loaded dataset |