2023 Form 5500 filing — Staywell Health Center 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 20250408114523NAL0018015921001) for Staywell Health Center 401(K) Plan, reported by Staywell Health Care, Inc, D/B/A under EIN 22-3160873 and plan number 003. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408114523NAL0018015921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Staywell Health Care, Inc, D/B/A
- EIN
- 22-3160873
- Plan number
- 003
- Location
- Waterbury, CT
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,010,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,010,950
- Employer contributions
- $1,721,067
- Participant contributions
- $1,142,718
- Total income / additions
- $5,909,425
- Benefits paid
- $1,595,175
- Administrative expenses
- $78,062
- Total expenses
- $1,678,377
- Net increase / (decrease)
- $4,231,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $49,104 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $28,958 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |