2023 Form 5500 filing — Us Healthvest Group 401(K) 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 20241015093640NAL0029148609001) for Us Healthvest Group 401(K) Plan, reported by 2014 Health, LLC under EIN 46-5717505 and plan number 001. It reports 2,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093640NAL0029148609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 2014 Health, LLC
- EIN
- 46-5717505
- Plan number
- 001
- Location
- Des Plaines, IL
- Participants
- 2,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,690,219
- Net assets (EOY)
- $17,690,219
- Employer contributions
- $1,496,202
- Participant contributions
- $2,626,858
- Total income / additions
- $6,810,780
- Benefits paid
- $1,825,491
- Administrative expenses
- $164,087
- Total expenses
- $1,989,578
- Net increase / (decrease)
- $4,821,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $100,991 | $0 |
| Pensionmark Financial Group | NONE | $44,939 | $0 |
| Assured Partners Northeast, LLC | NONE | $18,149 | $0 |