2023 Form 5500 filing — Healthequity Retirement Services Plan-Motivhealth Insurance Company
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 20241014172849NAL0013688275001) for Healthequity Retirement Services Plan-Motivhealth Insurance Company, reported by Motivhealth Insurance Company under EIN 47-3906935 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172849NAL0013688275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Motivhealth Insurance Company
- EIN
- 47-3906935
- Plan number
- 001
- Location
- South Jordan, UT
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,773,474
- Total liabilities (EOY)
- $2,314
- Net assets (EOY)
- $3,771,160
- Employer contributions
- $349,064
- Participant contributions
- $660,596
- Total income / additions
- $1,546,238
- Benefits paid
- $507,104
- Administrative expenses
- $21,192
- Total expenses
- $528,296
- Net increase / (decrease)
- $1,017,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $12,090 | not reported in the loaded dataset |
| Healthequity Retirement Services, L | NONE | $7,807 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $670 | $0 |