2023 Form 5500 filing — Collective Health 401(K) 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 20240930112508NAL0010061424001) for Collective Health 401(K) Plan, reported by Collectivehealth, Inc under EIN 46-3985383 and plan number 001. It reports 1,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930112508NAL0010061424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Collectivehealth, Inc
- EIN
- 46-3985383
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- 1,164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,610,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,610,454
- Employer contributions
- $0
- Participant contributions
- $5,393,795
- Total income / additions
- $11,081,980
- Benefits paid
- $3,332,184
- Administrative expenses
- $73,254
- Total expenses
- $3,429,270
- Net increase / (decrease)
- $7,652,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $63,308 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $9,947 | not reported in the loaded dataset |