2023 Form 5500 filing — Crossover Health 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 20241203135144NAL0004837072001) for Crossover Health 401(K) Plan, reported by Crossover Health Management Services, Inc. under EIN 27-2210135 and plan number 001. It reports 1,576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203135144NAL0004837072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crossover Health Management Services, Inc.
- EIN
- 27-2210135
- Plan number
- 001
- Location
- San Clemente, CA
- Participants
- 1,576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,462,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,462,287
- Employer contributions
- $3,019,398
- Participant contributions
- $9,663,758
- Total income / additions
- $22,736,678
- Benefits paid
- $3,744,912
- Administrative expenses
- $14,468
- Total expenses
- $3,785,270
- Net increase / (decrease)
- $18,951,408
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,468 | $0 |