2023 Form 5500 filing — Compass Health 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 20241011160856NAL0012739155001) for Compass Health Retirement Plan, reported by Compass Health under EIN 91-1180810 and plan number 006. It reports 1,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160856NAL0012739155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Compass Health
- EIN
- 91-1180810
- Plan number
- 006
- Location
- Everett, WA
- Participants
- 1,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,787,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,787,928
- Employer contributions
- $1,705,843
- Participant contributions
- $2,672,110
- Total income / additions
- $11,846,931
- Benefits paid
- $2,658,109
- Administrative expenses
- $143,334
- Total expenses
- $2,799,276
- Net increase / (decrease)
- $9,047,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $88,254 | $0 |
| Highland Capital Advisors LLC | INVESTMENT ADVISOR | $41,800 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $13,280 | not reported in the loaded dataset |