2023 Form 5500 filing — Prohealth Retirement Savings 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 20240923080718NAL0004066083001) for Prohealth Retirement Savings Plan, reported by Prohealth Care, Inc. under EIN 39-1486873 and plan number 001. It reports 6,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923080718NAL0004066083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prohealth Care, Inc.
- EIN
- 39-1486873
- Plan number
- 001
- Location
- Waukesha, WI
- Participants
- 6,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $612,692,599
- Net assets (EOY)
- $612,692,599
- Employer contributions
- $11,904,349
- Participant contributions
- $30,708,527
- Total income / additions
- $133,608,130
- Benefits paid
- $53,421,757
- Administrative expenses
- $504,337
- Total expenses
- $53,927,749
- Net increase / (decrease)
- $79,680,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $429,212 | $0 |
| Sageview Advisory Group LLC | INVESTMENT ADVISORY | $74,040 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | BROKER | $450 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |