2023 Form 5500 filing — Healthcare Partners Investments, LLC 401(K) Profit Sharing 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 20240927165729NAL0002575425001) for Healthcare Partners Investments, LLC 401(K) Profit Sharing Plan, reported by Healthcare Partners Investments, LLC under EIN 65-1233477 and plan number 002. It reports 1,505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927165729NAL0002575425001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Healthcare Partners Investments, LLC
- EIN
- 65-1233477
- Plan number
- 002
- Location
- Oklahoma City, OK
- Participants
- 1,505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,891,560
- Total liabilities (EOY)
- $35,459
- Net assets (EOY)
- $83,856,101
- Employer contributions
- $1,771,089
- Participant contributions
- $4,736,522
- Total income / additions
- $19,920,153
- Benefits paid
- $6,876,113
- Administrative expenses
- $268,886
- Total expenses
- $7,172,192
- Net increase / (decrease)
- $12,747,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $21,980 | not reported in the loaded dataset |