2023 Form 5500 filing — Health Connect America Retirement Savings 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 20241015155342NAL0015013907001) for Health Connect America Retirement Savings Plan, reported by Health Connect America under EIN 20-3858944 and plan number 001. It reports 1,739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.4MReported net assets$8,355,658
Participants1.7K1,739
Provider compensation$106.3K3 Schedule C row(s)$106,306
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015155342NAL0015013907001
- Plan sponsor
- Health Connect America
- EIN
- 20-3858944
- Plan number
- 001
- Location
- Franklin, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,355,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,355,658
- Employer contributions
- $190,647
- Participant contributions
- $2,074,728
- Total income / additions
- $3,862,980
- Benefits paid
- $1,116,004
- Administrative expenses
- $106,306
- Total expenses
- $1,233,717
- Net increase / (decrease)
- $2,629,263
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $77,525 | $0 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $23,335 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,446 | not reported in the loaded dataset |