2023 Form 5500 filing — Zelis Healthcare 401(K) 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 20241015113824NAL0014504611001) for Zelis Healthcare 401(K) Retirement Plan, reported by Zelis Healthcare, LLC under EIN 58-2167964 and plan number 001. It reports 2,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113824NAL0014504611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zelis Healthcare, LLC
- EIN
- 58-2167964
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 2,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,936,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,936,030
- Employer contributions
- $8,201,549
- Participant contributions
- $16,126,925
- Total income / additions
- $47,855,473
- Benefits paid
- $9,943,820
- Administrative expenses
- $230,189
- Total expenses
- $10,174,009
- Net increase / (decrease)
- $37,681,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $189,485 | $0 |
| Cvags, LLC | INVESTMENT ADVISOR | $49,990 | not reported in the loaded dataset |
| Resource Advisory LLC | OTHER | $14,265 | not reported in the loaded dataset |