2023 Form 5500 filing — Health Advocate Employee 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 20241010125821NAL0010001667001) for Health Advocate Employee 401(K) Plan, reported by Health Advocate Solutions, Inc. under EIN 23-3080019 and plan number 002. It reports 1,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125821NAL0010001667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Advocate Solutions, Inc.
- EIN
- 23-3080019
- Plan number
- 002
- Location
- Plymouth Meeting, PA
- Participants
- 1,266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,139,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,139,817
- Employer contributions
- $869,674
- Participant contributions
- $2,935,703
- Total income / additions
- $8,463,120
- Benefits paid
- $4,693,238
- Administrative expenses
- $22,554
- Total expenses
- $4,846,013
- Net increase / (decrease)
- $3,617,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $16,409 | $0 |
| Moss Adams, LLC | ACCOUNTING | $6,145 | not reported in the loaded dataset |