2023 Form 5500 filing — Convey Health Solutions 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 20241106050628NAL0008692481001) for Convey Health Solutions 401(K) Plan, reported by United States Pharmaceutical Gro under EIN 65-1122695 and plan number 001. It reports 2,448 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)$44.6MReported net assets$44,637,364
Participants2.4K2,448
Provider compensation$131.3K2 Schedule C row(s)$131,271
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241106050628NAL0008692481001
Plan sponsor
United States Pharmaceutical Gro
EIN
65-1122695
Plan number
001
Location
Fort Lauderdale, FL
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)$44.6M total assets
Net assets$44.6MLiabilities$0
Money in vs. money out
Total income / additions$14.6M
Total expenses$5.3M
Benefits paid / distributions$5.2M
Contributions
Employer$2.5M
Participant$5.1M
Full reported line items
Total assets (EOY)
$44,637,364
Total liabilities (EOY)
$0
Net assets (EOY)
$44,637,364
Employer contributions
$2,531,917
Participant contributions
$5,098,539
Total income / additions
$14,637,849
Benefits paid
$5,155,516
Administrative expenses
$131,272
Total expenses
$5,317,759
Net increase / (decrease)
$9,320,090
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $94.8K · Indirect $0
  2. 2
    Adp, Inc.$36.4K
    RECORD KEEPER · Direct $36.4K · Indirect $0

Related Form 5500 pages