2023 Form 5500 filing — Wellness First Health 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 20240906143048NAL0002032368001) for Wellness First Health Plan, reported by Fbd Partnership Lp under EIN 74-2797809 and plan number 501. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906143048NAL0002032368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fbd Partnership Lp
- EIN
- 74-2797809
- Plan number
- 501
- Location
- San Antonio, TX
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,860
- Total liabilities (EOY)
- $41,113
- Net assets (EOY)
- $1,747
- Employer contributions
- $2,027,793
- Participant contributions
- $889,160
- Total income / additions
- $2,916,953
- Benefits paid
- $2,815,635
- Administrative expenses
- $145,620
- Total expenses
- $2,961,255
- Net increase / (decrease)
- -$44,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Signature Administrators | ADMIN | $60,845 | $0 |
| Boon Chapman Ltd | CONTRACT ADMINISTRATOR | $56,718 | $0 |
| Frost Insurance | INSURANCE SERVICES | $12,134 | $0 |
| American Health Holdings | UR | $8,749 | $0 |