2023 Form 5500 filing — Healthequity Retirement Services 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 20241015162022NAL0016865283001) for Healthequity Retirement Services Plan, reported by Healthequity Retirement Services, LLC under EIN 82-1222973 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162022NAL0016865283001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Healthequity Retirement Services, LLC
- EIN
- 82-1222973
- Plan number
- 001
- Location
- Draper, UT
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,197,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,197,554
- Total income / additions
- $1,223,611
- Benefits paid
- $0
- Administrative expenses
- $37,526
- Total expenses
- $37,526
- Net increase / (decrease)
- $1,186,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthequity Retirement Services | PLAN SPONSOR | $17,655 | not reported in the loaded dataset |
| Ameritas | RECORDKEEPER AND TPA | $16,538 | not reported in the loaded dataset |
| Matrix Trust Company (Phoenix) | CUSTODIAN | $1,542 | $0 |