2023 Form 5500 filing — The 401k 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 20241001150518NAL0007334657001) for The 401k Plan, reported by Healthcare Service Corporation under EIN 36-1236610 and plan number 005. It reports 37,229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001150518NAL0007334657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthcare Service Corporation
- EIN
- 36-1236610
- Plan number
- 005
- Location
- Richardson, TX
- Participants
- 37,229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,439,599,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,439,599,459
- Employer contributions
- $74,861,633
- Participant contributions
- $187,289,539
- Total income / additions
- $761,506,163
- Benefits paid
- $216,504,445
- Administrative expenses
- $503,052
- Total expenses
- $217,108,849
- Net increase / (decrease)
- $544,397,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $290,643 | $0 |
| Towers Watson, Inc. | NONE | $106,000 | $0 |
| Ernst & Young | NONE | $45,267 | $0 |
| Plante Moran Pllc | NONE | $15,000 | $0 |