2023 Form 5500 filing — Bluegrass Health Partners 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 20250203143326NAL0003680499001) for Bluegrass Health Partners 401(K) Plan, reported by Valley Stream Operator 1 LLC Dba Bluegrass Health Partners under EIN 81-1010658 and plan number 001. It reports 1,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203143326NAL0003680499001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Valley Stream Operator 1 LLC Dba Bluegrass Health Partners
- EIN
- 81-1010658
- Plan number
- 001
- Location
- Richmond, KY
- Participants
- 1,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,987,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,987,016
- Employer contributions
- $76,161
- Participant contributions
- $428,572
- Total income / additions
- $1,274,262
- Benefits paid
- $522,958
- Administrative expenses
- $54,162
- Total expenses
- $583,896
- Net increase / (decrease)
- $690,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $42,244 | $0 |
| Futureplan By Ascensus | TPA | $11,918 | not reported in the loaded dataset |