2023 Form 5500 filing — Envestnet Health, Welfare And Income Protection 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 20240903111502NAL0041262418001) for Envestnet Health, Welfare And Income Protection Plan, reported by Envestnet Financial Technologies, Inc. under EIN 81-2162327 and plan number 502. It reports 1,963 participants. Attached schedule details are not reported in the loaded dataset.
Filing snapshot
- EFAST2 acknowledgement
- 20240903111502NAL0041262418001
- Plan sponsor
- Envestnet Financial Technologies, Inc.
- EIN
- 81-2162327
- Plan number
- 502
- Location
- Berwyn, PA
- Received date
- not reported in the loaded dataset
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.