2023 Form 5500 filing — Eversana 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 20250128123055NAL0013572545001) for Eversana 401(K) Plan, reported by Eversana under EIN 39-1821626 and plan number 001. It reports 3,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128123055NAL0013572545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eversana
- EIN
- 39-1821626
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 3,146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $289,845,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $289,845,919
- Employer contributions
- $11,624,240
- Participant contributions
- $32,814,826
- Total income / additions
- $95,357,465
- Benefits paid
- $32,436,287
- Administrative expenses
- $435,917
- Total expenses
- $32,922,195
- Net increase / (decrease)
- $62,435,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $227,982 | $0 |
| Private Advisor Group LLC | ADVISOR | $207,811 | not reported in the loaded dataset |