2023 Form 5500 filing — Helio Health, Inc. Savings And 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 20241014141330NAL0053898178001) for Helio Health, Inc. Savings And Retirement Plan, reported by Helio Health, Inc. under EIN 15-0532288 and plan number 002. It reports 1,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141330NAL0053898178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helio Health, Inc.
- EIN
- 15-0532288
- Plan number
- 002
- Location
- Syracuse, NY
- Participants
- 1,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,121,529
- Total liabilities (EOY)
- $1,111
- Net assets (EOY)
- $19,120,418
- Employer contributions
- $1,248,134
- Participant contributions
- $1,974,182
- Total income / additions
- $6,271,806
- Benefits paid
- $2,048,511
- Administrative expenses
- $152,062
- Total expenses
- $2,259,373
- Net increase / (decrease)
- $4,012,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $143,147 | not reported in the loaded dataset |
| Cambridge Investment Research | BROKER | $0 | $66,213 |
| Actuarial Pension Analysts, Inc. | THIRD PARTY ADMINISTRATO | $8,915 | not reported in the loaded dataset |