2023 Form 5500 filing — Concordance Healthcare Solutions 401(K) Retirement 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 20241010140754NAL0034334848001) for Concordance Healthcare Solutions 401(K) Retirement Plan, reported by Concordance Healthcare Solutions under EIN 38-3986849 and plan number 001. It reports 1,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140754NAL0034334848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concordance Healthcare Solutions
- EIN
- 38-3986849
- Plan number
- 001
- Location
- Tiffin, OH
- Participants
- 1,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,417,841
- Total liabilities (EOY)
- $144,075
- Net assets (EOY)
- $42,273,766
- Employer contributions
- $696,720
- Participant contributions
- $2,484,102
- Total income / additions
- $10,930,026
- Benefits paid
- $9,525,903
- Administrative expenses
- $184,718
- Total expenses
- $9,859,233
- Net increase / (decrease)
- $1,070,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $86,813 | $0 |
| Moneta Group Investment Advisors Ll | CONSULTING | $45,605 | not reported in the loaded dataset |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $37,017 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,283 | not reported in the loaded dataset |