2023 Form 5500 filing — Evolent 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 20241010131140NAL0035768768001) for Evolent Health 401(K) Plan, reported by Evolent Health LLC under EIN 45-3084136 and plan number 002. It reports 3,945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131140NAL0035768768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evolent Health LLC
- EIN
- 45-3084136
- Plan number
- 002
- Location
- Arlington, VA
- Participants
- 3,945
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,336,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $243,336,944
- Employer contributions
- $10,090,079
- Participant contributions
- $24,243,523
- Total income / additions
- $92,018,166
- Benefits paid
- $23,275,756
- Administrative expenses
- $627,189
- Total expenses
- $23,930,455
- Net increase / (decrease)
- $68,087,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $454,795 | $0 |
| Kestra Advisory Svcs LLC | NONE | $120,000 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $39,894 | not reported in the loaded dataset |
| Aprio Llp | NONE | $28,400 | not reported in the loaded dataset |