2023 Form 5500 filing — Empath Health 403(B) 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 20241014162841NAL0015292403001) for Empath Health 403(B) Plan, reported by Empath-Stratum, Inc. under EIN 85-1356625 and plan number 001. It reports 3,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162841NAL0015292403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empath-Stratum, Inc.
- EIN
- 85-1356625
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 3,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,549,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,549,059
- Employer contributions
- $3,822,723
- Participant contributions
- $11,818,366
- Total income / additions
- $30,109,504
- Benefits paid
- $15,120,041
- Administrative expenses
- $347,417
- Total expenses
- $15,535,012
- Net increase / (decrease)
- $14,574,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $276,438 | $0 |
| Sageview Advisory Group | SERVICE PROVIDER | $70,819 | not reported in the loaded dataset |
| The Variable Annuity Life Insurance | SERVICE PROVIDER | $150 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $10 | not reported in the loaded dataset |