2023 Form 5500 filing — Endeavor 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 20241002090838NAL0014012032001) for Endeavor Health 401(K) Plan, reported by Endeavor Health under EIN 87-4520691 and plan number 001. It reports 12,334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090838NAL0014012032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endeavor Health
- EIN
- 87-4520691
- Plan number
- 001
- Location
- Evanston, IL
- Participants
- 12,334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,856,968,249
- Total liabilities (EOY)
- $71,691
- Net assets (EOY)
- $1,856,896,558
- Employer contributions
- $26,841,750
- Participant contributions
- $64,395,256
- Total income / additions
- $278,325,165
- Benefits paid
- $85,337,520
- Administrative expenses
- $591,205
- Total expenses
- $86,377,232
- Net increase / (decrease)
- $191,947,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $343,812 | $0 |
| Capital Strategies | INVESTMENT MANAGEMENT | $60,000 | not reported in the loaded dataset |
| Mitchell & Titus, Llp | ACCOUNTANT | $18,500 | not reported in the loaded dataset |