Helio Health, Inc. Savings And Retirement Plan — Form 5500 plan (Helio Health, Inc.)
Plain-English plan 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, Helio Health, Inc. Savings And Retirement Plan is a benefit plan reported by Helio Health, Inc. under EIN 15-0532288 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,092 participants and $19,121,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helio Health, Inc.
- EIN
- 15-0532288
- Plan number
- 002
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 1,092
- End-of-year plan assets
- $19,121,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,092 | H, C | 20241014141330NAL0053898178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,121,529
- Total liabilities (EOY)
- $1,111
- Net assets (EOY)
- $19,120,418
- Net assets (BOY)
- $15,107,985
Income & contributions
- Employer contributions
- $1,248,134
- Participant contributions
- $1,974,182
- Total contributions
- $3,564,689
- Total income / additions
- $6,271,806
Expenses & distributions
- Benefits paid
- $2,048,511
- Administrative expenses
- $152,062
- Total expenses
- $2,259,373
- Net increase / (decrease)
- $4,012,433
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $143,147 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | BROKER | $0 | $66,213 | 2023 |
| Actuarial Pension Analysts, Inc. | THIRD PARTY ADMINISTRATO | $8,915 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helio Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Actuarial Pension Analysts, Inc. — Schedule C compensation